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 |
Service code 99 · EIN 59-2937883 | 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 | $109,224 | $100,801+8.4% | $149,696-27.0% | $73,409+48.8% |
| Participation rate | 58.2% | 77.7%-19.5pp | 82.5%-24.2pp | 72.2%-13.9pp |
| Annual return | 18.07% | 265.34%-247.3pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $1,777 | $3,312-46.3% | $4,644-61.7% | $2,234-20.4% |
| Participant deferral / active EE | $3,244 | $6,404-49.4% | $6,842-52.6% | $3,805-14.8% |
| Admin fee / account holder | $48 | $181-73.2% | $9,309-99.5% | $158-69.3% |