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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $43,431 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $14,305 |
NBT BANCORP NA3 years Filed as: NBT BANK, N.A. Service code 49 · EIN 15-0395735 | Other Services | $11,354 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,765 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,199 | $91,517-30.9% | $101,248-37.6% | $73,409-13.9% |
| Participation rate | 94.8% | 73.8%+21.1pp | 75.8%+19.0pp | 72.2%+22.7pp |
| Annual return | 12.27% | 17.17%-4.9pp | 46.47%-34.2pp | 59.29%-47.0pp |
| Employer contribution / active EE | $826 | $2,877-71.3% | $3,660-77.4% | $2,234-63.0% |
| Participant deferral / active EE | $5,194 | $3,338+55.6% | $4,370+18.9% | $3,805+36.5% |
| Admin fee / account holder | $20 | $216-90.9% | $5,945-99.7% | $158-87.5% |