Filed April 21, 2005
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 9-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 FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $24,996 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,146 |
CARDINAL PENSION GROUP, INC.3 years Filed as: CARDINAL PENSION GROUP INC Service code 49 | Other Services | $11,909 |
CARDINAL PENSION GROUP, INC.3 years Filed as: CARDINAL PENSION GROUP INC. Service code 49 P.O. BOX 5268 · WEST CHESTER, PA 193805268 | Other Services | $0 |
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 | $225,106 | $58,879+282.3% | $178,490+26.1% | $73,488+206.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.63% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $8,224 | $2,236+267.8% | $5,011+64.1% | $2,270+262.3% |
| Participant deferral / active EE | $8,192 | $2,567+219.1% | $5,202+57.5% | $3,740+119.1% |
| Admin fee / account holder | $261 | $400-34.7% | $13,984-98.1% | $513-49.0% |