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) | $71,885 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 13 · EIN 11-3665754 | Contract Administrator | $27,612 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $17,347 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,959 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,518 | $113,016+103.1% | $103,476+121.8% | $74,495+208.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 9.67% | 23.24%-13.6pp | 23.90%-14.2pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $14,319 | $4,881+193.3% | $4,672+206.5% | $2,623+445.9% |
| Participant deferral / active EE | $6,284 | $7,279-13.7% | $6,623-5.1% | $4,346+44.6% |
| Admin fee / account holder | $32 | $1,709-98.1% | $9,413-99.7% | $1,942-98.3% |