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 64 · EIN 71-0294708 | Recordkeeping Fees | $23,752 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-1237041 | Other Fees | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,406 | $102,553-68.4% | $151,611-78.6% | $66,914-51.6% |
| Participation rate | 93.2% | 85.5%+7.7pp | 87.5%+5.7pp | 69.8%+23.4pp |
| Annual return | -12.32% | -10.82%-1.5pp | 3.33%-15.7pp | 1.58%-13.9pp |
| Employer contribution / active EE | $2,299 | $4,180-45.0% | $6,166-62.7% | $2,544-9.7% |
| Participant deferral / active EE | $2,454 | $6,641-63.0% | $8,363-70.7% | $4,237-42.1% |
| Admin fee / account holder | $187 | $630-70.3% | $11,616-98.4% | $593-68.5% |