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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,015 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES2+ 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 | $59,964 | $78,705-23.8% | $117,854-49.1% | $70,131-14.5% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.7pp | 69.5%+26.8pp |
| Annual return | 18.14% | 23.30%-5.2pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $437 | $2,223-80.3% | $3,786-88.5% | $2,342-81.3% |
| Participant deferral / active EE | $4,161 | $3,297+26.2% | $4,482-7.1% | $3,332+24.9% |
| Admin fee / account holder | $19 | $5,065-99.6% | $8,020-99.8% | $4,645-99.6% |