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 | $187,920 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $62,500 |
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 | $28,578 | $37,026-22.8% | $78,778-63.7% | $177,276-83.9% |
| Participation rate | 32.0% | 54.2%-22.2pp | 69.2%-37.2pp | 74.8%-42.8pp |
| Annual return | 18.56% | 16.20%+2.4pp | 35.62%-17.1pp | 21.25%-2.7pp |
| Employer contribution / active EE | $220 | $730-69.9% | $1,986-88.9% | $2,479-91.1% |
| Participant deferral / active EE | $1,141 | $1,412-19.2% | $2,958-61.4% | $3,881-70.6% |
| Admin fee / account holder | $83 | $77+8.0% | $5,134-98.4% | $154-46.4% |