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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,107 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,493 |
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 | $37,942 | $55,415-31.5% | $155,509-75.6% | $74,495-49.1% |
| Participation rate | 57.6% | 61.9%-4.3pp | 78.2%-20.6pp | 67.2%-9.6pp |
| Annual return | 13.30% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,484 | $2,267-34.5% | $4,672-68.2% | $2,623-43.4% |
| Participant deferral / active EE | $2,155 | $2,836-24.0% | $5,626-61.7% | $4,346-50.4% |
| Admin fee / account holder | $246 | $1,738-85.8% | $15,912-98.5% | $1,942-87.3% |