Filed March 8, 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 INSURANCE GROUP, INC. Service code 55 PO BOX 23698 · ST PETERSBURG, FL 33742 | Other Commissions | $33,671 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,200 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 55 | Other Commissions | $22,955 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUNTON & WILLIAMS LLP Service code 99 · EIN 75-2751831 | Other Fees | $19,162 |
Filed as: RAYMOND JAMES FINANCIAL Service code 55 PO BOX 23698 · ST PETERSBURG, FL 33742 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,878 | $61,125+14.3% | $108,579-35.6% | $63,975+9.2% |
| Participation rate | 92.2% | 80.5%+11.6pp | 79.6%+12.6pp | 71.1%+21.0pp |
| Annual return | 7.00% | 14.06%-7.1pp | -51.70%+58.7pp | 48.65%-41.7pp |
| Employer contribution / active EE | $2,495 | $2,237+11.6% | $3,758-33.6% | $2,182+14.4% |
| Participant deferral / active EE | $4,338 | $3,574+21.4% | $4,311+0.6% | $3,356+29.2% |
| Admin fee / account holder | $21 | $72-70.7% | $7,645-99.7% | $70-70.0% |