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 49 · EIN 04-1590850 | Other Services | $5,225 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 | $45,024 | $37,196+21.0% | $154,107-70.8% | $55,725-19.2% |
| Participation rate | 71.2% | 64.1%+7.1pp | 83.0%-11.8pp | 70.9%+0.3pp |
| Annual return | -3.04% | 1319.68%-1322.7pp | 735.12%-738.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $375 | $1,614-76.8% | $5,298-92.9% | $2,078-82.0% |
| Participant deferral / active EE | $2,810 | $2,068+35.8% | $5,081-44.7% | $3,356-16.3% |
| Admin fee / account holder | $51 | $102-50.2% | $13,411-99.6% | $115-56.0% |