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) | $47,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,127 | $102,553+24.0% | $151,611-16.1% | $66,914+90.0% |
| Participation rate | 91.9% | 85.5%+6.4pp | 87.5%+4.4pp | 69.8%+22.1pp |
| Annual return | -16.17% | -10.82%-5.3pp | 3.33%-19.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,649 | $4,180+11.2% | $6,166-24.6% | $2,544+82.7% |
| Participant deferral / active EE | $4,419 | $6,641-33.5% | $8,363-47.2% | $4,237+4.3% |
| Admin fee / account holder | $280 | $630-55.6% | $11,616-97.6% | $593-52.9% |