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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $18,780 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,798 | $62,327-42.6% | $120,354-70.3% | $74,495-51.9% |
| Participation rate | 63.5% | 56.8%+6.7pp | 71.9%-8.4pp | 67.2%-3.7pp |
| Annual return | 13.42% | 18.61%-5.2pp | 107.15%-93.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $3,141 | $1,843+70.4% | $3,463-9.3% | $2,623+19.8% |
| Participant deferral / active EE | $2,436 | $2,893-15.8% | $4,991-51.2% | $4,346-44.0% |
| Admin fee / account holder | $155 | $2,396-93.5% | $9,423-98.4% | $1,942-92.0% |