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) | $49,653 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLANS Service code 13 | Contract Administrator | $22,189 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING-FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $5,238 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $3,003 |
AB FUNDS2 years Service code 52 · EIN 13-2754393 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS3 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
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 | $176,613 | $103,685+70.3% | $105,387+67.6% | $65,185+170.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.67% | 23.88%-4.2pp | 26.82%-7.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $8,569 | $3,842+123.1% | $4,213+103.4% | $2,177+293.7% |
| Participant deferral / active EE | $4,599 | $5,634-18.4% | $5,502-16.4% | $3,514+30.9% |
| Admin fee / account holder | $23 | $399-94.2% | $6,559-99.6% | $847-97.3% |