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 | $28,624 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,301 | $61,156-47.2% | $185,823-82.6% | $79,386-59.3% |
| Participation rate | 66.4% | 66.6%-0.3pp | 81.7%-15.3pp | 70.7%-4.4pp |
| Annual return | 10.36% | 19.45%-9.1pp | 122.05%-111.7pp | 116.85%-106.5pp |
| Employer contribution / active EE | $1,534 | $2,321-33.9% | $5,167-70.3% | $2,427-36.8% |
| Participant deferral / active EE | $2,043 | $2,789-26.7% | $5,568-63.3% | $4,046-49.5% |
| Admin fee / account holder | $224 | $710-68.4% | $16,237-98.6% | $626-64.2% |