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) | $21,559 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,719 | $66,124-58.1% | $90,404-69.3% | $73,488-62.3% |
| Participation rate | 99.3% | 69.7%+29.6pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 13.18% | 17.65%-4.5pp | 1293.02%-1279.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,680 | $2,346+14.2% | $3,262-17.8% | $2,270+18.1% |
| Participant deferral / active EE | $1,309 | $3,039-56.9% | $3,963-67.0% | $3,740-65.0% |
| Admin fee / account holder | $245 | $396-38.2% | $5,611-95.6% | $513-52.2% |