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 |
|---|---|---|
Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,500 |
Service code 50 · EIN 34-4441792 | Direct Payment | $5,264 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,260 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 52 · EIN 02-0712418 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3390852 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $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 | $48,361 | $46,173+4.7% | $170,442-71.6% | $69,631-30.5% |
| Participation rate | 70.1% | 63.9%+6.2pp | 83.6%-13.5pp | 70.7%-0.6pp |
| Annual return | 16.49% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $351 | $1,610-78.2% | $5,433-93.5% | $2,032-82.7% |
| Participant deferral / active EE | $2,599 | $2,080+24.9% | $4,939-47.4% | $3,224-19.4% |
| Admin fee / account holder | $78 | $116-32.7% | $13,880-99.4% | $110-29.4% |