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 | $119,446+9.6% | $150,045-12.8% | $85,563+52.9% |
| Participation rate | 95.8% | 75.4%+20.3pp | 82.3%+13.4pp | 66.0%+29.8pp |
| Annual return | 18.73% | 23.72%-5.0pp | 62.55%-43.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $4,116 | $4,078+0.9% | $4,693-12.3% | $2,654+55.1% |
| Participant deferral / active EE | $11,821 | $7,985+48.0% | $7,997+47.8% | $4,375+170.2% |
| Admin fee / account holder | $308 | $548-43.8% | $13,435-97.7% | $834-63.1% |