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) | $15,403 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,877 | $47,126-76.9% | $149,673-92.7% | $74,419-85.4% |
| Participation rate | 73.3% | 63.4%+9.9pp | 78.8%-5.5pp | 70.7%+2.5pp |
| Annual return | 11.10% | 22.75%-11.7pp | 134.42%-123.3pp | 34.38%-23.3pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,509 | $2,728-44.7% | $5,680-73.4% | $4,528-66.7% |
| Admin fee / account holder | $125 | $343-63.6% | $13,210-99.1% | $348-64.1% |