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 | $86,016 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $39,134 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,438 | $65,322+41.5% | $70,449+31.2% | $73,488+25.8% |
| Participation rate | 87.1% | 77.0%+10.1pp | 75.1%+12.0pp | 70.7%+16.4pp |
| Annual return | 4.91% | 15.71%-10.8pp | 109.03%-104.1pp | 28.51%-23.6pp |
| Employer contribution / active EE | $3,119 | $2,460+26.8% | $2,737+14.0% | $2,270+37.4% |
| Participant deferral / active EE | $5,202 | $3,375+54.1% | $3,709+40.3% | $3,740+39.1% |
| Admin fee / account holder | $7 | $214-96.7% | $3,845-99.8% | $513-98.6% |