Filed June 8, 2009
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 37 · EIN 35-0145825 | Loan Processing | $54,243 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $30,042 |
Filed as: RAYMOND JAMES & ASSOC INC. Service code 16 | Consulting | $29,764 |
Filed as: RAYMOND JAMES ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,440 | $63,442+33.1% | $68,791+22.7% | $66,914+26.2% |
| Participation rate | 58.0% | 60.0%-1.9pp | 69.0%-11.0pp | 69.8%-11.8pp |
| Annual return | -14.31% | -8.29%-6.0pp | -6.38%-7.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,674 | $1,775+50.7% | $2,655+0.7% | $2,544+5.1% |
| Participant deferral / active EE | $5,172 | $2,945+75.6% | $3,941+31.2% | $4,237+22.1% |
| Admin fee / account holder | $231 | $577-60.0% | $4,932-95.3% | $593-61.1% |