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 59-2937883 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,340 | $104,317+15.4% | $159,436-24.5% | $86,799+38.6% |
| Participation rate | 63.8% | 77.7%-13.9pp | 82.8%-19.0pp | 72.3%-8.4pp |
| Annual return | 17.48% | 26.32%-8.8pp | 263.57%-246.1pp | 97.91%-80.4pp |
| Employer contribution / active EE | $1,936 | $3,451-43.9% | $4,829-59.9% | $2,405-19.5% |
| Participant deferral / active EE | $3,655 | $6,837-46.5% | $7,352-50.3% | $4,131-11.5% |
| Admin fee / account holder | $38 | $172-78.1% | $10,799-99.7% | $170-77.8% |