Filed April 23, 2007 (most recent of 2 filings on file)
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 12 · EIN 13-3689044 | Participant communication; Sales load... | $75,197 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 28 · EIN 59-1237041 | Investment Management | $9,750 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $35,839 | $44,989-20.3% | $170,442-79.0% | $77,958-54.0% |
| Participation rate | 74.1% | 64.6%+9.5pp | 83.6%-9.5pp | 71.6%+2.4pp |
| Annual return | 15.26% | 19.61%-4.4pp | 205.93%-190.7pp | 20.87%-5.6pp |
| Employer contribution / active EE | $2,110 | $1,466+43.9% | $5,433-61.2% | $2,310-8.7% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $57 | $69-17.2% | $13,880-99.6% | $97-41.3% |