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 | $106,206 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $42,170 |
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 | $102,903 | $60,989+68.7% | $60,874+69.0% | $66,914+53.8% |
| Participation rate | 77.4% | 74.5%+2.9pp | 73.1%+4.3pp | 69.8%+7.6pp |
| Annual return | -15.42% | -9.60%-5.8pp | 16.90%-32.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,544 | $2,661+33.2% | $2,701+31.2% | $2,544+39.3% |
| Participant deferral / active EE | $5,354 | $3,615+48.1% | $3,817+40.3% | $4,237+26.4% |
| Admin fee / account holder | $5 | $338-98.5% | $3,224-99.8% | $593-99.2% |