Filed April 28, 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 |
|---|---|---|
H B MAGRUDER MEMORIAL HOSPITAL1+ years Filed as: H.B. MAGRUDER MEMORIAL Service code 50 · EIN 34-4441792 | Direct Payment | $6,337 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,250 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVIC Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,250 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,320 |
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 | $35,939 | $37,117-3.2% | $147,614-75.7% | $55,191-34.9% |
| Participation rate | 76.9% | 63.6%+13.3pp | 84.6%-7.7pp | 69.2%+7.7pp |
| Annual return | 0.68% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $696 | $1,620-57.1% | $5,564-87.5% | $1,899-63.4% |
| Participant deferral / active EE | $2,776 | $1,985+39.8% | $4,895-43.3% | $3,046-8.9% |
| Admin fee / account holder | $70 | $86-17.9% | $11,611-99.4% | $91-22.6% |