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) | $44,603 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,457 | $130,194+10.2% | $169,993-15.6% | $71,457+100.8% |
| Participation rate | 82.3% | 86.1%-3.8pp | 87.0%-4.7pp | 67.9%+14.4pp |
| Annual return | 17.47% | 20.37%-2.9pp | 53.37%-35.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $5,002 | $4,381+14.2% | $6,785-26.3% | $2,588+93.3% |
| Participant deferral / active EE | $5,024 | $6,923-27.4% | $10,408-51.7% | $4,289+17.1% |
| Admin fee / account holder | $293 | $966-69.6% | $12,815-97.7% | $1,587-81.5% |