Filed January 24, 2007
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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $6,667 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
Employer contribution per participant 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 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 | $40,360 | $79,519-49.2% | $95,952-57.9% | $73,409-45.0% |
| Participation rate | 96.4% | 81.2%+15.2pp | 77.1%+19.3pp | 72.2%+24.2pp |
| Annual return | 17.74% | 19.20%-1.5pp | 91.61%-73.9pp | 59.29%-41.6pp |
| Employer contribution / active EE | $435 | $2,048-78.8% | $2,541-82.9% | $2,234-80.5% |
| Participant deferral / active EE | $2,476 | $4,138-40.2% | $4,167-40.6% | $3,805-34.9% |
| Admin fee / account holder | $37 | $184-80.0% | $6,795-99.5% | $158-76.6% |