Filed May 8, 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 9-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 SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $67,264 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $26,249 |
DOGWOOD WEALTH ADVISORS1+ years Service code 27 · EIN 47-1513057 | Advisory (Plan) | $15,497 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 33 · EIN 04-1590850 | Investment management fees paid indir... | $3,292 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 62 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $101 |
ALGER1+ years Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1+ years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1+ years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
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 | $137,554 | $102,514+34.2% | $97,995+40.4% | $62,292+120.8% |
| Participation rate | 94.3% | 79.5%+14.8pp | 82.4%+11.9pp | 69.5%+24.8pp |
| Annual return | 0.00% | 32.43%-32.4pp | 23.94%-23.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,502 | $3,689-32.2% | $4,158-39.8% | $2,042+22.5% |
| Participant deferral / active EE | $5,065 | $5,308-4.6% | $5,097-0.6% | $3,169+59.8% |
| Admin fee / account holder | $23 | $378-93.8% | $5,943-99.6% | $479-95.1% |