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 SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $18,408 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,480 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $3,687 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,863 | $72,404+76.6% | $110,238+16.0% | $64,186+99.2% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.1pp |
| Annual return | -4.61% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,425 | $2,282+50.1% | $3,826-10.5% | $2,381+43.9% |
| Participant deferral / active EE | $3,509 | $3,469+1.2% | $4,672-24.9% | $3,470+1.1% |
| Admin fee / account holder | $61 | $5,664-98.9% | $8,547-99.3% | $4,888-98.7% |