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) | $26,849 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,458 | $121,341-14.7% | $189,513-45.4% | $79,386+30.3% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.8%+9.6pp | 70.7%+26.7pp |
| Annual return | 16.14% | 21.08%-4.9pp | 555.15%-539.0pp | 116.85%-100.7pp |
| Employer contribution / active EE | $5,476 | $3,915+39.9% | $6,162-11.1% | $2,427+125.6% |
| Participant deferral / active EE | $7,058 | $6,395+10.4% | $8,221-14.1% | $4,046+74.5% |
| Admin fee / account holder | $25 | $651-96.1% | $12,045-99.8% | $626-96.0% |