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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,037 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN CONSULTING - FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $26,127 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $2,495 |
CHARLES SCHWAB & CO., INC.2 years Service code 62 · EIN 94-1737782 | Securities brokerage commissions and ... | $61 |
ALGER4+ years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4+ years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK4+ years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
COLUMBIA4+ 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 | $199,589 | $118,971+67.8% | $112,977+76.7% | $73,488+171.6% |
| Participation rate | 97.4% | 83.3%+14.0pp | 82.6%+14.8pp | 70.7%+26.7pp |
| Annual return | 17.41% | 17.79%-0.4pp | 24.24%-6.8pp | 28.51%-11.1pp |
| Employer contribution / active EE | $9,881 | $4,091+141.5% | $4,255+132.2% | $2,270+335.3% |
| Participant deferral / active EE | $6,070 | $6,133-1.0% | $5,836+4.0% | $3,740+62.3% |
| Admin fee / account holder | $15 | $573-97.4% | $6,294-99.8% | $513-97.1% |