Filed February 25, 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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $50,000 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,649 |
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 | $84,542 | $57,921+46.0% | $84,750-0.2% | $57,658+46.6% |
| Participation rate | 36.1% | 72.9%-36.8pp | 76.6%-40.5pp | 70.2%-34.1pp |
| Annual return | 8.63% | 10.24%-1.6pp | 22.78%-14.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $1,114 | $2,598-57.1% | $3,574-68.8% | $1,974-43.6% |
| Participant deferral / active EE | $2,641 | $2,742-3.7% | $3,712-28.9% | $3,061-13.7% |
| Admin fee / account holder | $126 | $130-2.9% | $5,332-97.6% | $95+33.2% |