Filed February 1, 2013
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 8-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 FINANCIAL SVCS Service code 27 880 CARILON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $70,609 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,648 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $19,760 |
RANDY SILHAN, CPA, CFE3 years Filed as: RANDY SILHAN CPA PC Service code 10 PO BOX 1341 · WOLFFORTH, TX 79382 | Accounting | $8,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
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.
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 | $65,795 | $82,274-20.0% | $152,466-56.8% | $79,386-17.1% |
| Participation rate | 82.2% | 76.4%+5.8pp | 78.2%+4.0pp | 70.7%+11.5pp |
| Annual return | 10.60% | 7959.84%-7949.2pp | 757.33%-746.7pp | 116.85%-106.2pp |
| Employer contribution / active EE | $3,323 | $3,613-8.0% | $4,327-23.2% | $2,427+36.9% |
| Participant deferral / active EE | $4,860 | $4,969-2.2% | $5,820-16.5% | $4,046+20.1% |
| Admin fee / account holder | $355 | $632-43.9% | $15,805-97.8% | $626-43.4% |