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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $41,287 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,407 | $136,307+9.6% | $177,821-16.0% | $73,488+103.3% |
| Participation rate | 84.3% | 86.1%-1.8pp | 87.7%-3.4pp | 70.7%+13.6pp |
| Annual return | 12.16% | 18.68%-6.5pp | 48.32%-36.2pp | 28.51%-16.4pp |
| Employer contribution / active EE | $4,663 | $3,712+25.6% | $5,918-21.2% | $2,270+105.4% |
| Participant deferral / active EE | $4,027 | $5,829-30.9% | $7,714-47.8% | $3,740+7.7% |
| Admin fee / account holder | $264 | $596-55.7% | $12,427-97.9% | $513-48.6% |