Filed June 8, 2009
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 35-0145825 | Loan Processing | $48,698 |
Filed as: RAYMOND JAMES & ASSOC INC. Service code 16 | Consulting | $22,065 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $16,677 |
Filed as: RAYMOND JAMES ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $0 |
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 | $79,591 | $55,636+43.1% | $81,983-2.9% | $73,488+8.3% |
| Participation rate | 70.8% | 62.3%+8.5pp | 69.2%+1.6pp | 70.7%+0.1pp |
| Annual return | 14.40% | 19.07%-4.7pp | 41.31%-26.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,946 | $1,625+81.3% | $2,498+17.9% | $2,270+29.8% |
| Participant deferral / active EE | $5,422 | $2,762+96.3% | $3,722+45.7% | $3,740+45.0% |
| Admin fee / account holder | $236 | $493-52.2% | $5,664-95.8% | $513-54.1% |