Filed May 1, 2000
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 SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $52,696 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,127 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $6,470 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,574 | $57,096+11.3% | $94,224-32.5% | $55,191+15.2% |
| Participation rate | 97.7% | 75.7%+22.1pp | 78.8%+19.0pp | 69.2%+28.6pp |
| Annual return | -1.80% | 159.65%-161.4pp | 10.68%-12.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,407 | $1,708-17.6% | $3,587-60.8% | $1,899-25.9% |
| Participant deferral / active EE | $3,981 | $3,165+25.8% | $4,320-7.9% | $3,046+30.7% |
| Admin fee / account holder | $13 | $89-85.3% | $6,269-99.8% | $91-85.5% |