Filed December 3, 1992
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 |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,587 | $66,124+3.7% | $90,404-24.1% | $73,488-6.7% |
| Participation rate | 77.7% | 69.7%+8.0pp | 72.7%+5.0pp | 70.7%+7.0pp |
| Annual return | 10.92% | 17.65%-6.7pp | 1293.02%-1282.1pp | 28.51%-17.6pp |
| Employer contribution / active EE | $1,461 | $2,346-37.7% | $3,262-55.2% | $2,270-35.7% |
| Participant deferral / active EE | $2,412 | $3,039-20.6% | $3,963-39.1% | $3,740-35.5% |
| Admin fee / account holder | $14 | $396-96.4% | $5,611-99.7% | $513-97.2% |