Filed January 23, 2006
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 49 · EIN 59-1237041 | Other Services | $12,950 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,627 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $3,180 |
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 | $100,781 | $57,108+76.5% | $94,224+7.0% | $52,331+92.6% |
| Participation rate | 96.4% | 72.9%+23.5pp | 78.8%+17.6pp | 68.1%+28.3pp |
| Annual return | 0.41% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,088 | $1,735+77.9% | $3,587-13.9% | $1,882+64.1% |
| Participant deferral / active EE | $2,915 | $3,040-4.1% | $4,320-32.5% | $3,022-3.5% |
| Admin fee / account holder | $86 | $546-84.3% | $6,269-98.6% | $592-85.5% |