Filed May 16, 2008
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 FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $6,757 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $350 |
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 | $25,093 | $51,620-51.4% | $90,281-72.2% | $65,185-61.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 18.89% | 24.94%-6.0pp | 78.10%-59.2pp | 29.38%-10.5pp |
| Employer contribution / active EE | $3,329 | $2,235+49.0% | $2,854+16.6% | $2,177+52.9% |
| Participant deferral / active EE | $1,436 | $2,871-50.0% | $3,885-63.0% | $3,514-59.1% |
| Admin fee / account holder | $196 | $384-49.0% | $5,351-96.3% | $847-76.8% |