Filed February 12, 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 FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET · PANAMA CITY, FL 32405 | Consulting | $75,000 |
CALVETTI FERGUSON1 year Service code 16 1201 LOUISIANA · HOUSTON, TX 77002 | Consulting | $26,750 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,109 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,629 | $108,592-58.9% | $129,110-65.4% | $77,904-42.7% |
| Participation rate | 63.8% | 84.8%-21.0pp | 77.3%-13.5pp | 73.7%-9.9pp |
| Annual return | -15.38% | -13.72%-1.7pp | -10.94%-4.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,066 | $5,713-81.3% | $5,052-78.9% | $2,848-62.6% |
| Participant deferral / active EE | $3,408 | $7,051-51.7% | $6,542-47.9% | $4,806-29.1% |
| Admin fee / account holder | $48 | $91-47.7% | $14,302-99.7% | $133-64.0% |