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 FSA 338 FEE Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $33,608 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,870 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $2,135 |
Service code 14 PO BOX 306462 · NASHVILLE, TN 372306462 | Plan Administrator | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,566 | $50,982-45.9% | $154,803-82.2% | $85,563-67.8% |
| Participation rate | 62.4% | 59.8%+2.6pp | 78.1%-15.7pp | 66.0%-3.6pp |
| Annual return | 10.78% | 30.35%-19.6pp | 58.88%-48.1pp | 31.51%-20.7pp |
| Employer contribution / active EE | $829 | $1,708-51.5% | $4,305-80.7% | $2,654-68.8% |
| Participant deferral / active EE | $1,191 | $2,474-51.9% | $5,540-78.5% | $4,375-72.8% |
| Admin fee / account holder | $254 | $846-70.0% | $14,329-98.2% | $834-69.6% |