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 SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $68,233 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,290 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,995 | $63,905+92.5% | $74,183+65.8% | $57,658+113.3% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.6%+17.5pp | 70.2%+23.9pp |
| Annual return | 3.89% | 60.60%-56.7pp | 17.74%-13.8pp | 5.13%-1.2pp |
| Employer contribution / active EE | $3,097 | $1,840+68.3% | $2,370+30.7% | $1,974+56.9% |
| Participant deferral / active EE | $3,300 | $3,448-4.3% | $3,550-7.0% | $3,061+7.8% |
| Admin fee / account holder | $125 | $91+37.3% | $5,586-97.8% | $95+32.3% |