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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $15,351 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,203 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $3,683 |
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 | $131,160 | $71,192+84.2% | $117,854+11.3% | $62,292+110.6% |
| Participation rate | 94.4% | 74.2%+20.2pp | 79.7%+14.8pp | 69.5%+24.9pp |
| Annual return | 17.34% | 18.66%-1.3pp | 335.08%-317.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,172 | $1,934+64.0% | $3,786-16.2% | $2,042+55.3% |
| Participant deferral / active EE | $3,599 | $3,189+12.9% | $4,482-19.7% | $3,169+13.6% |
| Admin fee / account holder | $75 | $587-87.3% | $8,020-99.1% | $479-84.4% |