Filed April 27, 1998
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 Service code 27 · EIN 59-1237041 | Advisory (Plan) | $74,303 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $70,785 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,545 |
BDO USA, LLP1 year Service code 27 · EIN 34-1945695 | Advisory (Plan) | $13,300 |
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 | $81,800 | $80,211+2.0% | $74,183+10.3% | $63,975+27.9% |
| Participation rate | 96.2% | 84.2%+12.0pp | 76.6%+19.6pp | 71.1%+25.1pp |
| Annual return | 8.85% | 14.13%-5.3pp | 17.74%-8.9pp | 48.65%-39.8pp |
| Employer contribution / active EE | $4,402 | $2,553+72.4% | $2,370+85.8% | $2,182+101.8% |
| Participant deferral / active EE | $4,515 | $4,370+3.3% | $3,550+27.2% | $3,356+34.5% |
| Admin fee / account holder | $74 | $67+9.9% | $5,586-98.7% | $70+4.9% |