Filed August 31, 2006
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 AND ASSOCIATES, INC. Service code 50 P.O. BOX 23641 · ST. PETERSBURG, FL 33742 | Direct Payment | $29,119 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,597 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, EDWARDS & COMPANY LLP Service code 10 2215 LANGHORNE RD · LYNCHBURG, VA 24501 | Accounting | $8,095 |
RELIANCE TRUST COMPANY6+ years Service code 18 · EIN 58-1428634 | Direct payment from the plan; Custodi... | $5,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,559 | $91,517-21.8% | $101,248-29.3% | $73,409-2.5% |
| Participation rate | 59.7% | 73.8%-14.1pp | 75.8%-16.1pp | 72.2%-12.5pp |
| Annual return | 12.73% | 17.17%-4.4pp | 46.47%-33.7pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,085 | $2,877-62.3% | $3,660-70.3% | $2,234-51.4% |
| Participant deferral / active EE | $2,712 | $3,338-18.8% | $4,370-38.0% | $3,805-28.7% |
| Admin fee / account holder | $212 | $216-1.6% | $5,945-96.4% | $158+34.5% |