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) | $49,562 |
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $33,451 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 82-3967259 | Recordkeeping | $11,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,436 | $132,049-16.4% | $200,582-44.9% | $74,304+48.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 14.09% | 22.22%-8.1pp | 42.33%-28.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $4,747 | $4,558+4.2% | $6,419-26.0% | $2,241+111.8% |
| Participant deferral / active EE | $6,067 | $7,213-15.9% | $9,331-35.0% | $3,767+61.1% |
| Admin fee / account holder | $376 | $2,405-84.4% | $16,305-97.7% | $2,969-87.3% |