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) | $21,884 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,877 |
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 | $50,735 | $68,914-26.4% | $136,749-62.9% | $74,304-31.7% |
| Participation rate | 71.6% | 51.3%+20.2pp | 72.1%-0.6pp | 60.3%+11.2pp |
| Annual return | 9.52% | 16.34%-6.8pp | 24.33%-14.8pp | 29.43%-19.9pp |
| Employer contribution / active EE | $3,176 | $1,561+103.4% | $3,400-6.6% | $2,241+41.7% |
| Participant deferral / active EE | $2,513 | $2,541-1.1% | $4,692-46.4% | $3,767-33.3% |
| Admin fee / account holder | $262 | $3,149-91.7% | $11,386-97.7% | $2,969-91.2% |