Filed April 23, 2002
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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $24,015 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,061 |
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 | $56,071 | $55,002+1.9% | $59,878-6.4% | $56,287-0.4% |
| Participation rate | 99.6% | 75.9%+23.7pp | 74.7%+24.9pp | 69.9%+29.7pp |
| Annual return | 22.08% | 1.13%+20.9pp | 3.46%+18.6pp | -9.96%+32.0pp |
| Employer contribution / active EE | $4,311 | $2,448+76.1% | $2,722+58.4% | $2,111+104.2% |
| Participant deferral / active EE | $6,271 | $3,121+100.9% | $3,402+84.3% | $3,350+87.2% |
| Admin fee / account holder | $8 | $236-96.6% | $3,590-99.8% | $521-98.5% |