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) | $24,210 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,066 |
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 | $38,531 | $52,953-27.2% | $172,739-77.7% | $65,185-40.9% |
| Participation rate | 59.4% | 66.2%-6.7pp | 82.6%-23.2pp | 70.2%-10.8pp |
| Annual return | 21.24% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,437 | $2,190-34.4% | $5,143-72.1% | $2,177-34.0% |
| Participant deferral / active EE | $1,942 | $2,471-21.4% | $5,198-62.6% | $3,514-44.7% |
| Admin fee / account holder | $252 | $472-46.7% | $13,954-98.2% | $847-70.3% |