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 SERVICES5+ years Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $38,900 |
Service code 37 · EIN 35-0145825 | Loan Processing | $27,585 |
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 | $71,876 | $62,928+14.2% | $172,739-58.4% | $67,579+6.4% |
| Participation rate | 79.4% | 64.5%+15.0pp | 82.6%-3.2pp | 71.3%+8.2pp |
| Annual return | 19.08% | 30.36%-11.3pp | 802.84%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $1,244 | $1,636-24.0% | $5,143-75.8% | $2,148-42.1% |
| Participant deferral / active EE | $3,525 | $2,145+64.4% | $5,198-32.2% | $3,539-0.4% |
| Admin fee / account holder | $172 | $167+2.9% | $13,954-98.8% | $142+20.5% |