Filed August 14, 2009 (most recent of 2 filings on file)
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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $71,057 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,815 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,056 | $37,039-21.6% | $147,614-80.3% | $59,188-50.9% |
| Participation rate | 70.7% | 63.8%+6.9pp | 84.6%-14.0pp | 69.4%+1.2pp |
| Annual return | 0.34% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.2pp |
| Employer contribution / active EE | $367 | $1,353-72.9% | $5,564-93.4% | $2,098-82.5% |
| Participant deferral / active EE | $2,384 | $2,094+13.9% | $4,895-51.3% | $3,265-27.0% |
| Admin fee / account holder | $59 | $60-2.2% | $11,611-99.5% | $92-36.1% |