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 | $99,380 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $40,300 |
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 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 | $89,576 | $95,542-6.2% | $69,455+29.0% | $67,579+32.6% |
| Participation rate | 65.7% | 79.4%-13.7pp | 74.6%-8.9pp | 71.3%-5.6pp |
| Annual return | 6.98% | 17.67%-10.7pp | 28.97%-22.0pp | 378.56%-371.6pp |
| Employer contribution / active EE | $2,523 | $2,989-15.6% | $2,779-9.2% | $2,148+17.5% |
| Participant deferral / active EE | $3,798 | $3,263+16.4% | $3,535+7.4% | $3,539+7.3% |
| Admin fee / account holder | $5 | $90-94.1% | $3,839-99.9% | $142-96.3% |