Filed March 9, 2012 (most recent of 3 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 4-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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 · EIN 59-1237041 9 GREEN WAY PLAZA STE. 3112 · HOUSTON, TX 77046 | Insurance Broker | $42,308 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,682 | $59,332+66.3% | $90,223+9.4% | $59,632+65.5% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.0%+17.8pp | 68.7%+28.1pp |
| Annual return | -3.22% | 3.25%-6.5pp | 1.31%-4.5pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $11,027 | $3,031+263.8% | $4,378+151.8% | $2,203+400.6% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $362 | $5,032-92.8% | $7,406-95.1% | $4,297-91.6% |