Filed October 19, 2004
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 · EIN 59-1531281 | Advisory (Plan) | $42,019 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,247 | $86,225-45.2% | $146,665-67.8% | $86,799-45.6% |
| Participation rate | 88.9% | 78.0%+10.9pp | 80.1%+8.8pp | 72.3%+16.6pp |
| Annual return | 9.25% | 31.23%-22.0pp | 22.74%-13.5pp | 97.91%-88.7pp |
| Employer contribution / active EE | $860 | $2,392-64.1% | $4,136-79.2% | $2,405-64.3% |
| Participant deferral / active EE | $3,243 | $4,245-23.6% | $5,506-41.1% | $4,131-21.5% |
| Admin fee / account holder | $97 | $195-50.3% | $10,280-99.1% | $170-42.7% |