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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,806 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,452 |
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 | $76,822 | $65,557+17.2% | $64,056+19.9% | $71,457+7.5% |
| Participation rate | 94.5% | 73.2%+21.4pp | 72.3%+22.2pp | 67.9%+26.6pp |
| Annual return | 12.94% | 18.94%-6.0pp | 33.69%-20.8pp | 28.85%-15.9pp |
| Employer contribution / active EE | $4,531 | $2,669+69.8% | $2,747+65.0% | $2,588+75.1% |
| Participant deferral / active EE | $7,904 | $3,626+118.0% | $3,880+103.7% | $4,289+84.3% |
| Admin fee / account holder | $222 | $616-63.9% | $3,068-92.8% | $1,587-86.0% |