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 | $50,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,310 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,048 | $126,111-61.1% | $142,449-65.6% | $80,160-38.8% |
| Participation rate | 76.3% | 87.5%-11.2pp | 76.8%-0.5pp | 72.9%+3.4pp |
| Annual return | 18.56% | 23.39%-4.8pp | 19.99%-1.4pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,757 | $6,430-72.7% | $4,847-63.8% | $2,978-41.0% |
| Participant deferral / active EE | $4,333 | $7,822-44.6% | $6,283-31.0% | $5,017-13.6% |
| Admin fee / account holder | $30 | $92-67.8% | $10,011-99.7% | $145-79.5% |