Filed November 30, 1994
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 | $1,475 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 61 · EIN 59-1237041 | Finders' fees / placement fees | $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 | $117,907 | $79,523+48.3% | $140,016-15.8% | $56,287+109.5% |
| Participation rate | 89.3% | 85.7%+3.6pp | 87.5%+1.8pp | 69.9%+19.5pp |
| Annual return | -5.08% | 2.39%-7.5pp | 651.12%-656.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,253 | $3,350+26.9% | $5,606-24.1% | $2,111+101.5% |
| Participant deferral / active EE | $3,286 | $5,129-35.9% | $6,927-52.6% | $3,350-1.9% |
| Admin fee / account holder | $10 | $614-98.4% | $10,705-99.9% | $521-98.1% |