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) | $34,550 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,365 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,476 | $74,706+15.8% | $75,696+14.2% | $79,386+8.9% |
| Participation rate | 97.2% | 75.3%+21.9pp | 74.8%+22.4pp | 70.7%+26.5pp |
| Annual return | 9.40% | 18.52%-9.1pp | 104.53%-95.1pp | 116.85%-107.4pp |
| Employer contribution / active EE | $4,220 | $2,590+63.0% | $2,743+53.9% | $2,427+73.9% |
| Participant deferral / active EE | $7,966 | $3,533+125.5% | $3,821+108.5% | $4,046+96.9% |
| Admin fee / account holder | $35 | $374-90.8% | $3,619-99.0% | $626-94.5% |