Filed April 28, 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 SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,750 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,980 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,802 | $36,916-16.6% | $156,549-80.3% | $57,658-46.6% |
| Participation rate | 95.3% | 63.4%+31.9pp | 84.0%+11.3pp | 70.2%+25.1pp |
| Annual return | 6.36% | 12.38%-6.0pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $2,232 | $1,571+42.1% | $5,501-59.4% | $1,974+13.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $58 | $82-29.5% | $13,027-99.6% | $95-38.5% |