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) | $69,050 |
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 | $102,576 | $86,944+18.0% | $107,525-4.6% | $74,304+38.0% |
| Participation rate | 83.1% | 59.6%+23.5pp | 75.1%+8.0pp | 60.3%+22.7pp |
| Annual return | 18.13% | 23.52%-5.4pp | 181.32%-163.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,370 | $2,757-14.0% | $3,754-36.9% | $2,241+5.8% |
| Participant deferral / active EE | $4,439 | $3,554+24.9% | $5,116-13.2% | $3,767+17.8% |
| Admin fee / account holder | $596 | $3,727-84.0% | $8,919-93.3% | $2,969-79.9% |