Filed June 8, 2009 (most recent of 2 filings on file)
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 SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $16,079 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,706 |
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 | $69,164 | $37,117+86.3% | $147,614-53.1% | $55,191+25.3% |
| Participation rate | 98.3% | 63.6%+34.7pp | 84.6%+13.7pp | 69.2%+29.1pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,609 | $1,620-0.7% | $5,564-71.1% | $1,899-15.3% |
| Participant deferral / active EE | $2,989 | $1,985+50.5% | $4,895-38.9% | $3,046-1.9% |
| Admin fee / account holder | $14 | $86-83.6% | $11,611-99.9% | $91-84.6% |