Filed July 29, 2011
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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $12,552 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,266 |
Filed as: WILLSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVE. · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,071 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,836 | $52,293-67.8% | $178,490-90.6% | $73,409-77.1% |
| Participation rate | 73.3% | 65.3%+8.0pp | 81.9%-8.6pp | 72.2%+1.1pp |
| Annual return | 2.41% | 34.75%-32.3pp | 151.07%-148.7pp | 59.29%-56.9pp |
| Employer contribution / active EE | $1,063 | $1,735-38.7% | $5,011-78.8% | $2,234-52.4% |
| Participant deferral / active EE | $1,162 | $2,332-50.2% | $5,202-77.7% | $3,805-69.5% |
| Admin fee / account holder | $141 | $127+10.7% | $13,984-99.0% | $158-10.7% |