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 37 · EIN 35-0145825 | Loan Processing | $109,211 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $44,861 |
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 | $124,517 | $74,706+66.7% | $75,696+64.5% | $79,386+56.8% |
| Participation rate | 85.1% | 75.3%+9.8pp | 74.8%+10.3pp | 70.7%+14.4pp |
| Annual return | 30.70% | 18.52%+12.2pp | 104.53%-73.8pp | 116.85%-86.2pp |
| Employer contribution / active EE | $3,343 | $2,590+29.1% | $2,743+21.9% | $2,427+37.7% |
| Participant deferral / active EE | $6,146 | $3,533+73.9% | $3,821+60.8% | $4,046+51.9% |
| Admin fee / account holder | $4 | $374-98.8% | $3,619-99.9% | $626-99.3% |