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) | $10,866 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,850 | $76,050-27.9% | $96,544-43.2% | $71,457-23.2% |
| Participation rate | 54.2% | 74.4%-20.2pp | 76.0%-21.7pp | 67.9%-13.7pp |
| Annual return | 33.04% | 22.81%+10.2pp | 25.84%+7.2pp | 28.85%+4.2pp |
| Employer contribution / active EE | $1,806 | $2,244-19.5% | $2,965-39.1% | $2,588-30.2% |
| Participant deferral / active EE | $3,093 | $4,215-26.6% | $4,851-36.2% | $4,289-27.9% |
| Admin fee / account holder | $115 | $2,707-95.7% | $8,252-98.6% | $1,587-92.7% |