Filed March 5, 2004
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 |
|---|---|---|
Filed as: RAYMOND JAMES FSA 338 Service code 26 · EIN 59-2937883 | Advisory (Participants) | $15,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,273 | $46,292-71.3% | $143,757-90.8% | $64,808-79.5% |
| Participation rate | 69.9% | 64.2%+5.6pp | 80.3%-10.4pp | 71.5%-1.6pp |
| Annual return | -17.86% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,840 | $2,646-30.4% | $5,637-67.4% | $4,310-57.3% |
| Admin fee / account holder | $193 | $154+25.8% | $14,673-98.7% | $188+3.0% |