Filed April 25, 2012
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 INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $26,573 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,273 | $47,977-41.1% | $154,107-81.7% | $56,287-49.8% |
| Participation rate | 57.0% | 66.2%-9.2pp | 83.0%-26.1pp | 69.9%-12.9pp |
| Annual return | -6.54% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,147 | $2,169-47.1% | $5,298-78.4% | $2,111-45.7% |
| Participant deferral / active EE | $1,516 | $2,392-36.6% | $5,081-70.2% | $3,350-54.7% |
| Admin fee / account holder | $264 | $438-39.7% | $13,411-98.0% | $521-49.3% |