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) | $63,398 |
Service code 13 | Contract Administrator | $18,212 |
QUALIFIED PLANS, LLC5 years Service code 13 · EIN 58-2605083 | Contract Administrator | $13,718 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN CONSULTING-FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $5,476 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,490 |
Filed as: GREAT WEST LIFY & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $703 |
AB FUNDS5 years Service code 52 · EIN 13-2754393 | Indirect Investment Fees | $0 |
AMERICAN CENTURY6 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,119 | $99,016+100.1% | $93,789+111.2% | $66,914+196.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -9.76% | -14.59%+4.8pp | -11.33%+1.6pp | 1.58%-11.3pp |
| Employer contribution / active EE | $9,369 | $4,769+96.4% | $4,323+116.7% | $2,544+268.2% |
| Participant deferral / active EE | $5,618 | $6,689-16.0% | $6,094-7.8% | $4,237+32.6% |
| Admin fee / account holder | $28 | $477-94.1% | $7,195-99.6% | $593-95.3% |