Filed April 22, 2014 (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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1531281 | Consulting | $12,600 |
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,912 |
Form 5500 reported that benefits due were not provided when due.
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 | $34,738 | $78,852-55.9% | $76,768-54.7% | $75,289-53.9% |
| Participation rate | 94.5% | 85.0%+9.5pp | 77.0%+17.6pp | 72.4%+22.1pp |
| Annual return | -5.14% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,488 | $2,794-46.8% | $2,485-40.1% | $2,405-38.1% |
| Participant deferral / active EE | $3,707 | $4,800-22.8% | $3,852-3.7% | $3,739-0.8% |
| Admin fee / account holder | $10 | $79-86.7% | $6,675-99.8% | $102-89.8% |