Filed January 5, 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 Service code 16 · EIN 59-1237041 | Consulting | $47,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,477 |
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 | $37,966 | $41,281-8.0% | $109,313-65.3% | $57,658-34.2% |
| Participation rate | 95.4% | 59.3%+36.1pp | 71.3%+24.2pp | 70.2%+25.2pp |
| Annual return | 7.27% | 8.97%-1.7pp | 22.07%-14.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,691 | $1,201+290.4% | $3,892+20.5% | $1,974+137.7% |
| Participant deferral / active EE | $5,258 | $2,223+136.5% | $3,166+66.0% | $3,061+71.8% |
| Admin fee / account holder | $42 | $75-44.5% | $5,666-99.3% | $95-55.8% |