Filed June 19, 2012 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,421 |
Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $19,034 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,111 | $79,523-44.5% | $140,016-68.5% | $56,287-21.6% |
| Participation rate | 91.3% | 85.7%+5.6pp | 87.5%+3.8pp | 69.9%+21.4pp |
| Annual return | -2.09% | 2.39%-4.5pp | 651.12%-653.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,892 | $3,350-43.5% | $5,606-66.2% | $2,111-10.4% |
| Participant deferral / active EE | $2,625 | $5,129-48.8% | $6,927-62.1% | $3,350-21.6% |
| Admin fee / account holder | $116 | $614-81.1% | $10,705-98.9% | $521-77.7% |