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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $107,033 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $16,442 |
AMERICAN FUNDS1 year Service code 52 · EIN 66-0793788 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,521 | $41,256-79.3% | $86,590-90.2% | $77,958-89.1% |
| Participation rate | 82.3% | 63.0%+19.3pp | 73.5%+8.8pp | 71.6%+10.7pp |
| Annual return | 21.37% | 17.67%+3.7pp | 964.84%-943.5pp | 20.87%+0.5pp |
| Employer contribution / active EE | $265 | $1,613-83.5% | $2,839-90.7% | $2,310-88.5% |
| Participant deferral / active EE | $1,354 | $2,332-42.0% | $3,609-62.5% | $3,537-61.7% |
| Admin fee / account holder | $119 | $71+67.5% | $4,906-97.6% | $97+21.7% |