Filed March 21, 2005
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 I Service code 27 PO BOX 12749 · ST PETERSBURG, FL 33733 | Advisory (Plan) | $263,433 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $9,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$72,434 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,186 | $80,354-16.4% | $133,980-49.9% | $63,975+5.0% |
| Participation rate | 99.2% | 87.5%+11.7pp | 87.1%+12.2pp | 71.1%+28.1pp |
| Annual return | 12.36% | 13.11%-0.7pp | 29.30%-16.9pp | 48.65%-36.3pp |
| Employer contribution / active EE | $5,169 | $3,503+47.5% | $5,211-0.8% | $2,182+136.9% |
| Participant deferral / active EE | $4,007 | $5,239-23.5% | $6,282-36.2% | $3,356+19.4% |
| Admin fee / account holder | $74 | $69+7.1% | $9,324-99.2% | $70+5.3% |