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 | Shareholder servicing fees; Finders' ... | $74,417 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $19,500 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $36,186 | $52,293-30.8% | $178,490-79.7% | $73,409-50.7% |
| Participation rate | 96.8% | 65.3%+31.5pp | 81.9%+14.9pp | 72.2%+24.6pp |
| Annual return | 12.97% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $2,920 | $1,735+68.3% | $5,011-41.7% | $2,234+30.7% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $55 | $127-56.5% | $13,984-99.6% | $158-64.9% |