Filed November 17, 2008
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 Service code 26 · EIN 59-2937883 | Advisory (Participants) | $48,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,154 | $76,670-3.3% | $96,683-23.3% | $71,457+3.8% |
| Participation rate | 81.0% | 66.6%+14.4pp | 74.3%+6.6pp | 67.9%+13.0pp |
| Annual return | 16.99% | 48.29%-31.3pp | 35.69%-18.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $2,028 | $3,031-33.1% | $3,737-45.7% | $2,588-21.6% |
| Participant deferral / active EE | $3,868 | $3,771+2.6% | $4,878-20.7% | $4,289-9.8% |
| Admin fee / account holder | $422 | $2,028-79.2% | $6,730-93.7% | $1,587-73.4% |