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 SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $18,096 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,795 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $3,787 |
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 | $155,498 | $83,477+86.3% | $125,175+24.2% | $72,985+113.1% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 21.44% | 25.78%-4.3pp | 43.79%-22.3pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,307 | $2,345+41.0% | $3,865-14.4% | $2,440+35.5% |
| Participant deferral / active EE | $3,487 | $3,585-2.7% | $4,937-29.4% | $3,607-3.3% |
| Admin fee / account holder | $72 | $5,517-98.7% | $9,702-99.3% | $5,124-98.6% |