Filed May 26, 2005
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 & ASSOCIATES, INC. Service code 26 · EIN 45-6062081 | Advisory (Participants) | $35,000 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $25,320 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 82-3967259 | Recordkeeping | $6,809 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,545 | $122,239-12.8% | $184,203-42.2% | $74,495+43.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.04% | 19.95%-8.9pp | 28.81%-17.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $4,505 | $4,537-0.7% | $6,427-29.9% | $2,623+71.8% |
| Participant deferral / active EE | $5,619 | $7,139-21.3% | $9,131-38.5% | $4,346+29.3% |
| Admin fee / account holder | $271 | $1,260-78.5% | $13,901-98.1% | $1,942-86.1% |