Filed March 17, 2016
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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 | Other Commissions | $12,859 |
ERISA SERVICES, INC.1+ years Service code 13 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $9,448 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES AND ASSOCIATES Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
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 | $32,953 | $46,360-28.9% | $147,614-77.7% | $52,331-37.0% |
| Participation rate | 89.8% | 64.9%+24.8pp | 84.6%+5.1pp | 68.1%+21.7pp |
| Annual return | 0.35% | 1.62%-1.3pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $4,163 | $2,126+95.8% | $5,564-25.2% | $1,882+121.2% |
| Participant deferral / active EE | $2,597 | $2,258+15.0% | $4,895-46.9% | $3,022-14.1% |
| Admin fee / account holder | $6 | $766-99.2% | $11,611-99.9% | $592-99.0% |