Filed January 21, 1998
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 AND ASSOCIATES Service code 27 9595 WILSHIRE BLVD · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $16,079 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,368 |
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 | $69,665 | $58,828+18.4% | $77,999-10.7% | $62,891+10.8% |
| Participation rate | 81.4% | 71.1%+10.4pp | 75.5%+5.9pp | 69.3%+12.1pp |
| Annual return | 4.18% | 17.16%-13.0pp | 425.96%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $881 | $1,672-47.3% | $2,470-64.3% | $2,281-61.4% |
| Participant deferral / active EE | $3,375 | $2,686+25.7% | $3,497-3.5% | $3,203+5.4% |
| Admin fee / account holder | $178 | $4,393-95.9% | $5,480-96.8% | $4,296-95.9% |