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 | $90,129 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $34,119 |
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 | $116,059 | $83,884+38.4% | $64,056+81.2% | $74,419+56.0% |
| Participation rate | 68.0% | 76.6%-8.6pp | 72.3%-4.3pp | 70.7%-2.7pp |
| Annual return | 14.71% | 16.57%-1.9pp | 33.69%-19.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $3,258 | $3,084+5.7% | $2,747+18.6% | $2,637+23.5% |
| Participant deferral / active EE | $4,970 | $3,692+34.6% | $3,880+28.1% | $4,528+9.8% |
| Admin fee / account holder | $3 | $196-98.5% | $3,068-99.9% | $348-99.1% |