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) | $42,015 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,855 | $122,239-14.2% | $184,203-43.1% | $74,495+40.8% |
| Participation rate | 76.5% | 85.5%-9.0pp | 86.8%-10.3pp | 67.2%+9.3pp |
| Annual return | 13.87% | 19.95%-6.1pp | 28.81%-14.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $3,258 | $4,537-28.2% | $6,427-49.3% | $2,623+24.2% |
| Participant deferral / active EE | $3,622 | $7,139-49.3% | $9,131-60.3% | $4,346-16.7% |
| Admin fee / account holder | $256 | $1,260-79.6% | $13,901-98.2% | $1,942-86.8% |