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) | $28,671 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,920 |
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 | $67,301 | $60,989+10.3% | $60,874+10.6% | $66,914+0.6% |
| Participation rate | 94.1% | 74.5%+19.6pp | 73.1%+20.9pp | 69.8%+24.3pp |
| Annual return | -13.25% | -9.60%-3.6pp | 16.90%-30.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $4,077 | $2,661+53.2% | $2,701+50.9% | $2,544+60.2% |
| Participant deferral / active EE | $7,998 | $3,615+121.3% | $3,817+109.6% | $4,237+88.8% |
| Admin fee / account holder | $69 | $338-79.5% | $3,224-97.9% | $593-88.3% |