Filed December 10, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADV Service code 27 · EIN 48-1305000 | Advisory (Plan) | $30,968 |
DOWELL & PEREZ PA1+ years Service code 10 · EIN 59-3083010 | Accounting | $21,500 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,933 |
FOLLSTAD, GEORGE J.1+ years Service code 49 4010 W BOY SCOUT BLVD · TAMPA, FL 336075735 | Other Services | $3,518 |
NAGY, JOSEPH A.1+ years Service code 49 4010 W BOY SCOUT BLVD · TAMPA, FL 336075735 | Other Services | $3,518 |
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 | $80,416 | $41,317+94.6% | $85,969-6.5% | $55,191+45.7% |
| Participation rate | 76.9% | 54.5%+22.4pp | 76.5%+0.4pp | 69.2%+7.7pp |
| Annual return | 0.19% | 3.93%-3.7pp | 9.32%-9.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,486 | $1,198+107.6% | $3,474-28.5% | $1,899+30.9% |
| Participant deferral / active EE | $3,295 | $1,914+72.1% | $3,829-14.0% | $3,046+8.2% |
| Admin fee / account holder | $245 | $97+152.3% | $6,053-96.0% | $91+169.5% |