Filed June 30, 2000 (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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $69,996 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,231 |
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 | $112,870 | $72,770+55.1% | $67,652+66.8% | $55,191+104.5% |
| Participation rate | 95.4% | 78.8%+16.6pp | 75.7%+19.7pp | 69.2%+26.2pp |
| Annual return | -0.27% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $3,154 | $1,769+78.3% | $2,266+39.2% | $1,899+66.1% |
| Participant deferral / active EE | $3,179 | $3,408-6.7% | $3,560-10.7% | $3,046+4.4% |
| Admin fee / account holder | $119 | $79+50.6% | $4,821-97.5% | $91+30.7% |