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) | $78,566 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $36,292 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,902 | $142,424+81.8% | $100,534+157.5% | $74,304+248.4% |
| Participation rate | 99.3% | 79.6%+19.7pp | 80.6%+18.7pp | 60.3%+38.9pp |
| Annual return | 12.63% | 27.53%-14.9pp | 32.66%-20.0pp | 29.43%-16.8pp |
| Employer contribution / active EE | $14,921 | $5,555+168.6% | $4,346+243.3% | $2,241+565.8% |
| Participant deferral / active EE | $6,340 | $8,247-23.1% | $6,144+3.2% | $3,767+68.3% |
| Admin fee / account holder | -$55 | $1,986-102.8% | $7,654-100.7% | $2,969-101.9% |