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 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% |