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 SERVICES3+ years Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,157 |
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 | $43,328 | $45,324-4.4% | $122,332-64.6% | $69,631-37.8% |
| Participation rate | 93.8% | 59.9%+33.8pp | 71.6%+22.1pp | 70.7%+23.1pp |
| Annual return | 21.95% | 25.35%-3.4pp | 30.27%-8.3pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $4,898 | $1,230+298.3% | $4,050+20.9% | $2,032+141.0% |
| Participant deferral / active EE | $5,611 | $2,367+137.1% | $3,287+70.7% | $3,224+74.1% |
| Admin fee / account holder | $43 | $87-50.8% | $5,478-99.2% | $110-61.2% |