Filed July 28, 2010
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 SERVICES1+ years Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $27,588 |
Service code 37 · EIN 35-0145825 | Loan Processing | $21,893 |
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 | $54,100 | $46,360+16.7% | $147,614-63.4% | $52,331+3.4% |
| Participation rate | 88.3% | 64.9%+23.3pp | 84.6%+3.6pp | 68.1%+20.2pp |
| Annual return | 2.39% | 1.62%+0.8pp | 61.98%-59.6pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,273 | $2,126-40.1% | $5,564-77.1% | $1,882-32.4% |
| Participant deferral / active EE | $3,262 | $2,258+44.5% | $4,895-33.4% | $3,022+7.9% |
| Admin fee / account holder | $166 | $766-78.4% | $11,611-98.6% | $592-72.0% |