Filed November 17, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $76,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $75,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,856 | $110,483+18.4% | $145,433-10.0% | $79,634+64.3% |
| Participation rate | 95.8% | 71.1%+24.7pp | 82.1%+13.6pp | 62.5%+33.3pp |
| Annual return | 18.73% | 24.62%-5.9pp | 66.58%-47.8pp | 36.46%-17.7pp |
| Employer contribution / active EE | $4,116 | $4,053+1.6% | $4,554-9.6% | $2,529+62.7% |
| Participant deferral / active EE | $11,821 | $7,216+63.8% | $7,897+49.7% | $3,835+208.3% |
| Admin fee / account holder | $308 | $680-54.7% | $13,129-97.7% | $1,002-69.3% |