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 SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $12,134 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,493 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $3,498 |
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 | $110,290 | $63,924+72.5% | $108,579+1.6% | $55,167+99.9% |
| Participation rate | 95.2% | 74.3%+20.9pp | 79.6%+15.7pp | 69.0%+26.2pp |
| Annual return | 6.02% | 15.31%-9.3pp | -51.70%+57.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $3,415 | $1,879+81.7% | $3,758-9.1% | $1,963+74.0% |
| Participant deferral / active EE | $3,423 | $3,067+11.6% | $4,311-20.6% | $3,054+12.1% |
| Admin fee / account holder | $97 | $618-84.3% | $7,645-98.7% | $504-80.7% |