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 | $69,357 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $46,322 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,010 | $50,815+71.2% | $155,509-44.0% | $77,643+12.1% |
| Participation rate | 79.3% | 63.1%+16.2pp | 78.2%+1.1pp | 70.6%+8.8pp |
| Annual return | 14.60% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,742 | $1,993-12.6% | $4,672-62.7% | $2,726-36.1% |
| Participant deferral / active EE | $4,268 | $2,822+51.3% | $5,626-24.1% | $4,647-8.2% |
| Admin fee / account holder | $230 | $437-47.4% | $15,912-98.6% | $430-46.6% |