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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $47,823 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $30,848 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,730 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 94-3233452 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-3101341 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 94-3025604 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
Annual investment return 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 | $176,450 | $102,514+72.1% | $97,995+80.1% | $62,292+183.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 14.22% | 32.43%-18.2pp | 23.94%-9.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $7,925 | $3,689+114.8% | $4,158+90.6% | $2,042+288.0% |
| Participant deferral / active EE | $4,473 | $5,308-15.7% | $5,097-12.2% | $3,169+41.1% |
| Admin fee / account holder | $22 | $378-94.2% | $5,943-99.6% | $479-95.4% |