Filed December 1, 2014
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,394 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $7,290 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,643 | $101,317+17.1% | $146,958-19.3% | $74,495+59.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 14.71% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,919 | $3,810+2.9% | $4,933-20.5% | $2,623+49.4% |
| Participant deferral / active EE | $15,551 | $7,303+112.9% | $8,070+92.7% | $4,346+257.8% |
| Admin fee / account holder | $204 | $1,739-88.2% | $12,998-98.4% | $1,942-89.5% |