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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,685 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $76,495 | $67,411+13.5% | $91,001-15.9% | $70,131+9.1% |
| Participation rate | 83.8% | 71.4%+12.4pp | 75.6%+8.2pp | 69.5%+14.2pp |
| Annual return | 11.80% | -40.16%+52.0pp | 4.60%+7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $898 | $1,786-49.7% | $2,456-63.4% | $2,342-61.6% |
| Participant deferral / active EE | $3,290 | $2,823+16.5% | $3,547-7.3% | $3,332-1.3% |
| Admin fee / account holder | $161 | $4,236-96.2% | $5,417-97.0% | $4,645-96.5% |