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 SERVICES4+ years Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $39,709 |
Service code 37 · EIN 35-0145825 | Loan Processing | $30,489 |
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 | $63,556 | $37,196+70.9% | $154,107-58.8% | $55,725+14.1% |
| Participation rate | 77.9% | 64.1%+13.8pp | 83.0%-5.2pp | 70.9%+7.0pp |
| Annual return | -5.23% | 1319.68%-1324.9pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,149 | $1,614-28.8% | $5,298-78.3% | $2,078-44.7% |
| Participant deferral / active EE | $3,244 | $2,068+56.9% | $5,081-36.1% | $3,356-3.3% |
| Admin fee / account holder | $181 | $102+78.1% | $13,411-98.7% | $115+57.1% |