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 SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $70,274 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,873 |
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 | $149,197 | $69,305+115.3% | $82,313+81.3% | $69,631+114.3% |
| Participation rate | 93.4% | 80.3%+13.1pp | 76.9%+16.5pp | 70.7%+22.7pp |
| Annual return | 12.94% | 21.47%-8.5pp | 25.88%-12.9pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $3,248 | $1,887+72.2% | $2,428+33.8% | $2,032+59.8% |
| Participant deferral / active EE | $3,628 | $3,568+1.7% | $3,706-2.1% | $3,224+12.6% |
| Admin fee / account holder | $139 | $97+43.2% | $5,608-97.5% | $110+26.0% |