Filed December 2, 2012 (most recent of 2 filings on file)
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 64 · EIN 71-0294708 | Recordkeeping Fees | $13,549 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $12,888 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,039 | $61,605-48.0% | $112,229-71.5% | $75,163-57.4% |
| Participation rate | 73.0% | 61.7%+11.4pp | 72.4%+0.6pp | 67.2%+5.8pp |
| Annual return | 6.36% | 28.47%-22.1pp | 30.20%-23.8pp | 160.62%-154.3pp |
| Employer contribution / active EE | $3,598 | $2,015+78.5% | $3,430+4.9% | $2,670+34.7% |
| Participant deferral / active EE | $2,718 | $3,108-12.5% | $4,798-43.3% | $4,125-34.1% |
| Admin fee / account holder | $150 | $4,862-96.9% | $7,748-98.1% | $5,651-97.3% |