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 15 · EIN 35-0145825 | Recordkeeping | $70,586 |
Filed as: RAYMOND JAMES & ASSOC INC. Service code 16 | Consulting | $36,629 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $36,401 |
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 | $88,913 | $55,416+60.4% | $75,972+17.0% | $77,643+14.5% |
| Participation rate | 50.0% | 63.6%-13.6pp | 69.1%-19.1pp | 70.6%-20.6pp |
| Annual return | 11.58% | 17.07%-5.5pp | 359.55%-348.0pp | 31.24%-19.7pp |
| Employer contribution / active EE | $2,112 | $1,788+18.1% | $2,685-21.3% | $2,726-22.5% |
| Participant deferral / active EE | $4,092 | $3,447+18.7% | $4,255-3.8% | $4,647-12.0% |
| Admin fee / account holder | $230 | $414-44.4% | $6,467-96.4% | $430-46.6% |