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 SERVICES3+ years Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $38,535 |
Service code 37 · EIN 35-0145825 | Loan Processing | $24,699 |
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 | $66,586 | $55,453+20.1% | $170,442-60.9% | $62,292+6.9% |
| Participation rate | 80.9% | 66.4%+14.5pp | 83.6%-2.7pp | 69.5%+11.3pp |
| Annual return | 22.72% | 21.38%+1.3pp | 205.93%-183.2pp | 28.90%-6.2pp |
| Employer contribution / active EE | $1,216 | $2,164-43.8% | $5,433-77.6% | $2,042-40.5% |
| Participant deferral / active EE | $3,270 | $2,303+42.0% | $4,939-33.8% | $3,169+3.2% |
| Admin fee / account holder | $186 | $455-59.1% | $13,880-98.7% | $479-61.2% |