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) | $80,809 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $30,025 |
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 | $52,557 | $81,908-35.8% | $90,749-42.1% | $64,808-18.9% |
| Participation rate | 95.1% | 80.5%+14.6pp | 75.7%+19.4pp | 71.5%+23.6pp |
| Annual return | -16.26% | -12.53%-3.7pp | -12.16%-4.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,161 | $3,065+3.1% | $2,921+8.2% | $2,506+26.2% |
| Participant deferral / active EE | $6,090 | $4,840+25.8% | $4,564+33.4% | $4,310+41.3% |
| Admin fee / account holder | $122 | $157-22.1% | $8,445-98.6% | $188-34.8% |