Filed September 11, 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 35-0145825 | Recordkeeping | $50,082 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $9,460 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $8,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,421 | $70,083+29.0% | $59,878+51.0% | $55,725+62.3% |
| Participation rate | 55.9% | 78.4%-22.5pp | 74.7%-18.8pp | 70.9%-14.9pp |
| Annual return | 9.70% | 3.13%+6.6pp | 3.46%+6.2pp | 244.93%-235.2pp |
| Employer contribution / active EE | $2,085 | $2,878-27.6% | $2,722-23.4% | $2,078+0.3% |
| Participant deferral / active EE | $2,929 | $3,079-4.9% | $3,402-13.9% | $3,356-12.7% |
| Admin fee / account holder | $37 | $70-47.9% | $3,590-99.0% | $115-68.2% |