Filed October 24, 2006 (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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,168 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $11,242 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,881 | $102,553-19.2% | $151,611-45.3% | $66,914+23.9% |
| Participation rate | 99.2% | 85.5%+13.7pp | 87.5%+11.7pp | 69.8%+29.4pp |
| Annual return | -13.82% | -10.82%-3.0pp | 3.33%-17.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $6,825 | $4,180+63.2% | $6,166+10.7% | $2,544+168.2% |
| Participant deferral / active EE | $8,346 | $6,641+25.7% | $8,363-0.2% | $4,237+97.0% |
| Admin fee / account holder | $26 | $630-95.9% | $11,616-99.8% | $593-95.7% |