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) | $48,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,511 | $121,341+29.8% | $189,513-16.9% | $79,386+98.4% |
| Participation rate | 87.5% | 86.1%+1.4pp | 87.8%-0.3pp | 70.7%+16.8pp |
| Annual return | 13.31% | 21.08%-7.8pp | 555.15%-541.8pp | 116.85%-103.5pp |
| Employer contribution / active EE | $3,986 | $3,915+1.8% | $6,162-35.3% | $2,427+64.2% |
| Participant deferral / active EE | $3,821 | $6,395-40.3% | $8,221-53.5% | $4,046-5.6% |
| Admin fee / account holder | $296 | $651-54.6% | $12,045-97.5% | $626-52.8% |