Filed August 29, 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 15 · EIN 13-3689044 | Recordkeeping | $83,346 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $54,356 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,367 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,012 | $65,946-21.1% | $81,783-36.4% | $77,671-33.0% |
| Participation rate | 74.9% | 65.8%+9.1pp | 72.4%+2.6pp | 70.6%+4.3pp |
| Annual return | 11.34% | 26.65%-15.3pp | 775.05%-763.7pp | 31.21%-19.9pp |
| Employer contribution / active EE | $1,303 | $2,371-45.1% | $2,913-55.3% | $2,726-52.2% |
| Participant deferral / active EE | $2,664 | $3,507-24.0% | $4,320-38.3% | $4,648-42.7% |
| Admin fee / account holder | $269 | $527-48.9% | $7,380-96.4% | $430-37.5% |