Filed January 6, 2006
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 |
|---|---|---|
PCA INSURANCE AGENCY INC1+ years Service code 49 · EIN 01-0430498 | Other Services | $22,197 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $9,678 |
DOWNEAST PENSION SERVICES, INC.1+ years Filed as: DOWNEAST PENSION SERVICES INC Service code 49 · EIN 01-0472857 | Other Services | $7,694 |
MACPAGE LLC1+ years Service code 10 · EIN 01-0242373 | Accounting | $7,600 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $7,191 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,580 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $57,685 | $50,498+14.2% | $75,781-23.9% | $55,191+4.5% |
| Participation rate | 79.5% | 69.4%+10.0pp | 75.8%+3.7pp | 69.2%+10.3pp |
| Annual return | 1.01% | 1.80%-0.8pp | 9.68%-8.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $578 | $2,291-74.8% | $3,323-82.6% | $1,899-69.6% |
| Participant deferral / active EE | $3,470 | $2,589+34.0% | $3,651-5.0% | $3,046+13.9% |
| Admin fee / account holder | $20 | $123-83.6% | $5,299-99.6% | $91-77.7% |