Filed January 15, 2013 (most recent of 3 filings on file)
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 Service code 26 P.O. BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $71,230 |
PENSION INC.4 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $29,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,638 | $88,083+54.0% | $164,813-17.7% | $74,495+82.1% |
| Participation rate | 87.3% | 73.0%+14.3pp | 78.6%+8.7pp | 67.2%+20.1pp |
| Annual return | 9.84% | 17.26%-7.4pp | 69.93%-60.1pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,955 | $2,593+14.0% | $4,341-31.9% | $2,623+12.7% |
| Participant deferral / active EE | $10,473 | $4,498+132.9% | $6,031+73.6% | $4,346+141.0% |
| Admin fee / account holder | $637 | $2,234-71.5% | $12,690-95.0% | $1,942-67.2% |