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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 23 · EIN 59-1237041 1601 WEST LAKES PARKWAY · W DES MOINES, IA 50266 | Insurance services; Investment manage... | $19,531 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,816 |
Filed as: THE PLANNERS PROFESSIONAL SVCS Service code 26 · EIN 42-1317552 | Advisory (Participants) | $9,362 |
Filed as: THE RETIREMENT ADVANTAGE Service code 49 | Other Services | $8,966 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,827 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,551 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 · EIN 39-1816008 47 PARK PLACE · APPELTON, WI 54914 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILLSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $582,148 | $80,753+620.9% | $136,294+327.1% | $62,292+834.5% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 15.63% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $19,806 | $2,884+586.8% | $4,695+321.8% | $2,042+869.8% |
| Participant deferral / active EE | $9,640 | $5,164+86.7% | $6,247+54.3% | $3,169+204.2% |
| Admin fee / account holder | $779 | $525+48.3% | $9,243-91.6% | $479+62.6% |