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) | $9,805 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,640 | $73,638-54.3% | $95,952-64.9% | $73,488-54.2% |
| Participation rate | 56.2% | 76.2%-20.0pp | 77.1%-20.9pp | 70.7%-14.5pp |
| Annual return | 26.15% | 16.78%+9.4pp | 91.61%-65.5pp | 28.51%-2.4pp |
| Employer contribution / active EE | $1,506 | $1,863-19.1% | $2,541-40.7% | $2,270-33.6% |
| Participant deferral / active EE | $2,674 | $3,617-26.1% | $4,167-35.8% | $3,740-28.5% |
| Admin fee / account holder | $105 | $482-78.3% | $6,795-98.5% | $513-79.6% |