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 SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $33,082 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $11,408 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,588 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $55,731 | $60,545-8.0% | $92,233-39.6% | $69,631-20.0% |
| Participation rate | 91.7% | 72.2%+19.6pp | 76.5%+15.3pp | 70.7%+21.1pp |
| Annual return | 17.48% | 19.71%-2.2pp | 176.28%-158.8pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $593 | $2,633-77.5% | $3,679-83.9% | $2,032-70.8% |
| Participant deferral / active EE | $3,625 | $2,828+28.2% | $3,897-7.0% | $3,224+12.4% |
| Admin fee / account holder | $18 | $145-87.7% | $5,194-99.7% | $110-83.9% |