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 SERVICES6+ years Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $41,784 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,224 |
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 | $77,876 | $52,293+48.9% | $178,490-56.4% | $73,409+6.1% |
| Participation rate | 80.5% | 65.3%+15.2pp | 81.9%-1.4pp | 72.2%+8.4pp |
| Annual return | 13.47% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,183 | $1,735-31.8% | $5,011-76.4% | $2,234-47.0% |
| Participant deferral / active EE | $3,394 | $2,332+45.5% | $5,202-34.8% | $3,805-10.8% |
| Admin fee / account holder | $170 | $127+33.7% | $13,984-98.8% | $158+7.9% |