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 |
|---|---|---|
Service code 27 · EIN 92-1819393 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $26,331 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1531281 | Advisory (Plan) | $15,185 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,755 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,566 | $91,372-44.7% | $129,995-61.1% | $74,419-32.1% |
| Participation rate | 96.4% | 77.8%+18.6pp | 78.5%+18.0pp | 70.7%+25.7pp |
| Annual return | 12.58% | 23.21%-10.6pp | -137.18%+149.8pp | 34.38%-21.8pp |
| Employer contribution / active EE | $2,276 | $2,563-11.2% | $4,320-47.3% | $2,637-13.7% |
| Participant deferral / active EE | $4,410 | $4,721-6.6% | $5,820-24.2% | $4,528-2.6% |
| Admin fee / account holder | $85 | $283-69.8% | $10,614-99.2% | $348-75.4% |