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 Service code 27 · EIN 59-1531281 | Advisory (Plan) | $63,548 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $16,579 |
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 | $65,015 | $85,135-23.6% | $98,907-34.3% | $73,409-11.4% |
| Participation rate | 97.5% | 81.1%+16.3pp | 76.0%+21.4pp | 72.2%+25.3pp |
| Annual return | 78.61% | 19.14%+59.5pp | 196.43%-117.8pp | 59.29%+19.3pp |
| Employer contribution / active EE | $2,375 | $2,721-12.7% | $2,689-11.7% | $2,234+6.3% |
| Participant deferral / active EE | $4,571 | $4,349+5.1% | $4,244+7.7% | $3,805+20.1% |
| Admin fee / account holder | $94 | $139-32.4% | $6,642-98.6% | $158-40.4% |