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 | $2,250 |
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 | $139,467 | $98,982+40.9% | $162,163-14.0% | $65,185+114.0% |
| Participation rate | 90.0% | 85.8%+4.2pp | 87.6%+2.4pp | 70.2%+19.8pp |
| Annual return | 21.45% | 24.84%-3.4pp | 115.59%-94.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,895 | $3,467+12.4% | $5,614-30.6% | $2,177+79.0% |
| Participant deferral / active EE | $3,340 | $5,384-38.0% | $7,298-54.2% | $3,514-5.0% |
| Admin fee / account holder | $14 | $596-97.6% | $10,843-99.9% | $847-98.3% |