Filed October 9, 1991
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 |
|---|---|---|
Filed as: RAYMOND JAMES FSA Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $20,237 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,566 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,267 | $88,083-49.7% | $164,813-73.1% | $74,495-40.6% |
| Participation rate | 85.0% | 73.0%+11.9pp | 78.6%+6.4pp | 67.2%+17.8pp |
| Annual return | 14.10% | 17.26%-3.2pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,572 | $2,593-39.4% | $4,341-63.8% | $2,623-40.1% |
| Participant deferral / active EE | $2,173 | $4,498-51.7% | $6,031-64.0% | $4,346-50.0% |
| Admin fee / account holder | $249 | $2,234-88.9% | $12,690-98.0% | $1,942-87.2% |