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 | $50,927 |
PRONVEST4 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $31,193 |
Filed as: RAYMOND JAMES & ASSOC INC. Service code 16 | Consulting | $30,721 |
Filed as: RAYMOND JAMES ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $7,096 |
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 | $90,147 | $51,045+76.6% | $70,515+27.8% | $71,457+26.2% |
| Participation rate | 58.0% | 59.4%-1.5pp | 68.3%-10.4pp | 67.9%-10.0pp |
| Annual return | 14.66% | 42.63%-28.0pp | 32.77%-18.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $2,456 | $1,790+37.2% | $2,973-17.4% | $2,588-5.1% |
| Participant deferral / active EE | $4,842 | $3,026+60.0% | $4,567+6.0% | $4,289+12.9% |
| Admin fee / account holder | $232 | $1,994-88.4% | $6,412-96.4% | $1,587-85.4% |