Filed October 19, 2004
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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $38,133 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $1,500 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,432 | $69,159-27.1% | $125,175-59.7% | $67,579-25.4% |
| Participation rate | 83.0% | 78.2%+4.8pp | 79.8%+3.3pp | 71.3%+11.8pp |
| Annual return | 15.76% | 27.12%-11.4pp | 43.79%-28.0pp | 378.56%-362.8pp |
| Employer contribution / active EE | $797 | $2,023-60.6% | $3,865-79.4% | $2,148-62.9% |
| Participant deferral / active EE | $2,948 | $3,700-20.3% | $4,937-40.3% | $3,539-16.7% |
| Admin fee / account holder | $102 | $142-28.0% | $9,702-98.9% | $142-28.2% |