Filed January 27, 1
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 Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,566 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,345 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,642 | $59,186-70.2% | $76,768-77.0% | $56,287-68.7% |
| Participation rate | 68.1% | 75.2%-7.2pp | 77.0%-8.9pp | 69.9%-1.8pp |
| Annual return | -5.51% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,612 | $1,759-8.3% | $2,485-35.1% | $2,111-23.6% |
| Participant deferral / active EE | $2,164 | $3,255-33.5% | $3,852-43.8% | $3,350-35.4% |
| Admin fee / account holder | $82 | $489-83.3% | $6,675-98.8% | $521-84.3% |