Filed October 18, 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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,871 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES ASSOCIATES Service code 49 2101 PARKS AVE STE 804 · VIRGINIA BEACH, VA 23451 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,356 | $69,977-22.3% | $108,579-49.9% | $62,891-13.6% |
| Participation rate | 96.5% | 72.9%+23.6pp | 79.6%+16.9pp | 69.3%+27.2pp |
| Annual return | 4.95% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $427 | $2,135-80.0% | $3,758-88.6% | $2,281-81.3% |
| Participant deferral / active EE | $4,306 | $3,165+36.1% | $4,311-0.1% | $3,203+34.4% |
| Admin fee / account holder | $17 | $5,076-99.7% | $7,645-99.8% | $4,296-99.6% |