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; Shareholde... | $161,969 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,000 |
NATIONAL FINANCIAL SERVICES5+ 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 | $54,914 | $62,928-12.7% | $172,739-68.2% | $67,579-18.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 22.65% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,062 | $1,636-35.1% | $5,143-79.4% | $2,148-50.6% |
| Participant deferral / active EE | $5,179 | $2,145+141.5% | $5,198-0.4% | $3,539+46.3% |
| Admin fee / account holder | $120 | $167-28.0% | $13,954-99.1% | $142-15.7% |