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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $28,617 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $10,066 |
DOWNEAST PENSION SERVICES, INC.2+ years Filed as: DOWNEAST PENSION SERVICES INC Service code 49 · EIN 01-0472857 | Other Services | $7,884 |
MACPAGE LLC2+ years Service code 10 · EIN 01-0242373 | Accounting | $7,800 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,568 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $60,967 | $57,921+5.3% | $84,750-28.1% | $57,658+5.7% |
| Participation rate | 76.3% | 72.9%+3.4pp | 76.6%-0.3pp | 70.2%+6.1pp |
| Annual return | 7.88% | 10.24%-2.4pp | 22.78%-14.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $585 | $2,598-77.5% | $3,574-83.6% | $1,974-70.4% |
| Participant deferral / active EE | $3,491 | $2,742+27.3% | $3,712-5.9% | $3,061+14.1% |
| Admin fee / account holder | $19 | $130-85.2% | $5,332-99.6% | $95-79.8% |