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 Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,500 |
Service code 27 615 FULTON ST · PORT CLINTON, OH 43452 | Advisory (Plan) | $9,647 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN PLLC Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,441 | $50,815+46.5% | $155,509-52.1% | $77,643-4.1% |
| Participation rate | 62.6% | 63.1%-0.5pp | 78.2%-15.6pp | 70.6%-7.9pp |
| Annual return | 13.24% | 34.80%-21.6pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $396 | $1,993-80.1% | $4,672-91.5% | $2,726-85.5% |
| Participant deferral / active EE | $3,170 | $2,822+12.3% | $5,626-43.6% | $4,647-31.8% |
| Admin fee / account holder | $65 | $437-85.0% | $15,912-99.6% | $430-84.8% |