Filed March 10, 1992
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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $30,884 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,310 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $320,198 | $60,165+432.2% | $74,183+331.6% | $55,167+480.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 2.77% | 10.00%-7.2pp | 17.74%-15.0pp | 169.23%-166.5pp |
| Employer contribution / active EE | $13,707 | $1,600+756.9% | $2,370+478.3% | $1,963+598.4% |
| Participant deferral / active EE | $4,063 | $2,973+36.7% | $3,550+14.5% | $3,054+33.0% |
| Admin fee / account holder | $340 | $419-18.9% | $5,586-93.9% | $504-32.5% |