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 52 | Indirect Investment Fees | $24,841 |
Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $20,497 |
Filed as: AMERICA UNITED LIFE INSURANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
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 | $47,604 | $98,982-51.9% | $162,163-70.6% | $65,185-27.0% |
| Participation rate | 92.2% | 85.8%+6.4pp | 87.6%+4.6pp | 70.2%+22.0pp |
| Annual return | 19.62% | 24.84%-5.2pp | 115.59%-96.0pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,493 | $3,467-28.1% | $5,614-55.6% | $2,177+14.5% |
| Participant deferral / active EE | $2,604 | $5,384-51.6% | $7,298-64.3% | $3,514-25.9% |
| Admin fee / account holder | $118 | $596-80.2% | $10,843-98.9% | $847-86.1% |