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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 22 · EIN 59-1237041 9 GREEN WAY PLAZA STE. 3112 · HOUSTON, TX 77046 | Insurance Broker | $40,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,319 | $79,557+38.7% | $118,746-7.1% | $70,131+57.3% |
| Participation rate | 52.3% | 71.4%-19.0pp | 78.3%-26.0pp | 69.5%-17.2pp |
| Annual return | 10.26% | 25.64%-15.4pp | 24.54%-14.3pp | 73.14%-62.9pp |
| Employer contribution / active EE | $8,904 | $2,861+211.2% | $4,193+112.4% | $2,342+280.1% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $382 | $5,374-92.9% | $10,720-96.4% | $4,645-91.8% |