Filed April 23, 2002
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 13 · EIN 42-0127290 | Contract Administrator | $36,092 |
Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $12,644 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $6,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,956 | $69,763+31.8% | $67,502+36.2% | $74,495+23.4% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 16.26% | -40.34%+56.6pp | 3512.12%-3495.9pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $4,971 | $2,704+83.9% | $2,731+82.0% | $2,623+89.5% |
| Participant deferral / active EE | $7,806 | $3,636+114.7% | $4,000+95.2% | $4,346+79.6% |
| Admin fee / account holder | $223 | $896-75.1% | $3,998-94.4% | $1,942-88.5% |