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 | $22,796 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,497 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,229 | $100,923+38.0% | $150,045-7.2% | $74,304+87.4% |
| Participation rate | 96.5% | 70.1%+26.4pp | 82.3%+14.2pp | 60.3%+36.2pp |
| Annual return | 15.92% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $4,158 | $3,463+20.1% | $4,693-11.4% | $2,241+85.5% |
| Participant deferral / active EE | $17,164 | $6,709+155.8% | $7,997+114.6% | $3,767+355.6% |
| Admin fee / account holder | $211 | $2,767-92.4% | $13,435-98.4% | $2,969-92.9% |