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) | $40,379 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,087 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $40,852 | $71,142-42.6% | $119,609-65.8% | $64,808-37.0% |
| Participation rate | 96.9% | 78.6%+18.3pp | 79.3%+17.7pp | 71.5%+25.5pp |
| Annual return | -12.10% | -10.01%-2.1pp | -14.97%+2.9pp | 32.82%-44.9pp |
| Employer contribution / active EE | $2,151 | $2,497-13.9% | $4,232-49.2% | $2,506-14.2% |
| Participant deferral / active EE | $4,102 | $4,490-8.6% | $5,602-26.8% | $4,310-4.8% |
| Admin fee / account holder | $88 | $162-45.4% | $10,323-99.1% | $188-52.9% |