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) | $31,171 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,264 |
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 | $64,266 | $60,795+5.7% | $69,455-7.5% | $65,185-1.4% |
| Participation rate | 97.8% | 74.9%+22.9pp | 74.6%+23.2pp | 70.2%+27.6pp |
| Annual return | 19.37% | 17.46%+1.9pp | 28.97%-9.6pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,338 | $2,452+36.2% | $2,779+20.1% | $2,177+53.4% |
| Participant deferral / active EE | $5,708 | $3,162+80.5% | $3,535+61.5% | $3,514+62.5% |
| Admin fee / account holder | $9 | $314-97.3% | $3,839-99.8% | $847-99.0% |