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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,470 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $40,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,350 | $47,126+68.4% | $149,673-47.0% | $74,419+6.6% |
| Participation rate | 92.2% | 63.4%+28.8pp | 78.8%+13.5pp | 70.7%+21.5pp |
| Annual return | 15.85% | 22.75%-6.9pp | 134.42%-118.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,706 | $1,905-10.5% | $4,818-64.6% | $2,637-35.3% |
| Participant deferral / active EE | $4,420 | $2,728+62.0% | $5,680-22.2% | $4,528-2.4% |
| Admin fee / account holder | $223 | $343-35.0% | $13,210-98.3% | $348-36.0% |