Filed June 19, 1998 (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 37 · EIN 04-2647786 | Loan Processing | $148,485 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 PO BOX 14547 · ST PETERSBURG, FL 33733 | Advisory (Plan) | $29,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,164 | $31,036-15.7% | $71,796-63.6% | $65,292-59.9% |
| Participation rate | 29.9% | 56.1%-26.2pp | 69.1%-39.2pp | 72.4%-42.5pp |
| Annual return | 6.28% | 8.62%-2.3pp | 78.04%-71.8pp | 11.84%-5.6pp |
| Employer contribution / active EE | $204 | $662-69.2% | $1,924-89.4% | $2,302-91.1% |
| Participant deferral / active EE | $1,048 | $1,336-21.6% | $2,794-62.5% | $3,579-70.7% |
| Admin fee / account holder | $69 | $65+6.0% | $4,815-98.6% | $57+20.0% |