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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $39,632 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,432 | $58,879-43.2% | $178,490-81.3% | $73,488-54.5% |
| Participation rate | 66.4% | 66.2%+0.1pp | 81.9%-15.6pp | 70.7%-4.3pp |
| Annual return | 16.68% | 24.86%-8.2pp | 151.07%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,375 | $2,236-38.5% | $5,011-72.6% | $2,270-39.4% |
| Participant deferral / active EE | $1,825 | $2,567-28.9% | $5,202-64.9% | $3,740-51.2% |
| Admin fee / account holder | $269 | $400-32.9% | $13,984-98.1% | $513-47.6% |