Filed January 19, 2006
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 & ASSOCIATES Service code 99 · EIN 59-1237041 P O BOX 23698 · ST. PETERSBURG, FL 33742 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,288 | $88,122+12.7% | $141,162-29.7% | $67,579+46.9% |
| Participation rate | 58.7% | 76.5%-17.7pp | 82.5%-23.7pp | 71.3%-12.5pp |
| Annual return | 24.49% | 75.40%-50.9pp | 71.39%-46.9pp | 378.56%-354.1pp |
| Employer contribution / active EE | $965 | $3,224-70.1% | $4,735-79.6% | $2,148-55.1% |
| Participant deferral / active EE | $2,842 | $5,958-52.3% | $6,709-57.6% | $3,539-19.7% |
| Admin fee / account holder | $65 | $131-50.3% | $10,261-99.4% | $142-54.3% |