Filed October 24, 2006 (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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,515 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,118 | $136,307-36.1% | $177,821-51.0% | $73,488+18.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.22% | 18.68%-5.5pp | 48.32%-35.1pp | 28.51%-15.3pp |
| Employer contribution / active EE | $5,843 | $3,712+57.4% | $5,918-1.3% | $2,270+157.4% |
| Participant deferral / active EE | $7,738 | $5,829+32.7% | $7,714+0.3% | $3,740+106.9% |
| Admin fee / account holder | $24 | $596-95.9% | $12,427-99.8% | $513-95.3% |