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 | $107,649 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $41,415 |
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 | $137,563 | $91,762+49.9% | $67,502+103.8% | $77,643+77.2% |
| Participation rate | 70.7% | 75.9%-5.2pp | 72.9%-2.2pp | 70.6%+0.1pp |
| Annual return | 16.49% | 14.87%+1.6pp | 3512.12%-3495.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $3,574 | $3,181+12.4% | $2,731+30.9% | $2,726+31.1% |
| Participant deferral / active EE | $5,226 | $3,903+33.9% | $4,000+30.7% | $4,647+12.5% |
| Admin fee / account holder | $5 | $176-97.3% | $3,998-99.9% | $430-98.9% |