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) | $7,064 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,303 |
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 | $41,778 | $84,936-50.8% | $111,297-62.5% | $79,386-47.4% |
| Participation rate | 51.9% | 75.9%-24.0pp | 77.3%-25.4pp | 70.7%-18.8pp |
| Annual return | 18.28% | 17.45%+0.8pp | 54.65%-36.4pp | 116.85%-98.6pp |
| Employer contribution / active EE | $1,469 | $1,979-25.8% | $2,731-46.2% | $2,427-39.5% |
| Participant deferral / active EE | $2,767 | $3,888-28.8% | $4,487-38.3% | $4,046-31.6% |
| Admin fee / account holder | $104 | $537-80.6% | $7,964-98.7% | $626-83.4% |