Filed January 18, 1
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) | $42,998 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,768 |
Annual investment return 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 | $52,791 | $74,347-29.0% | $93,606-43.6% | $67,579-21.9% |
| Participation rate | 94.8% | 80.6%+14.2pp | 75.8%+19.0pp | 71.3%+23.5pp |
| Annual return | 5.42% | 28.07%-22.7pp | 32.76%-27.3pp | 378.56%-373.1pp |
| Employer contribution / active EE | $1,480 | $2,583-42.7% | $2,718-45.5% | $2,148-31.1% |
| Participant deferral / active EE | $4,870 | $4,060+20.0% | $4,069+19.7% | $3,539+37.6% |
| Admin fee / account holder | $101 | $123-18.1% | $7,888-98.7% | $142-29.4% |