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 | Advisory (Participants) | $18,172 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,950 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,882 | $60,323-55.4% | $81,812-67.1% | $74,495-63.9% |
| Participation rate | 93.8% | 62.9%+30.9pp | 72.3%+21.5pp | 67.2%+26.6pp |
| Annual return | 14.06% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,231 | $2,620+61.5% | $2,912+45.3% | $2,623+61.3% |
| Participant deferral / active EE | $1,925 | $3,387-43.2% | $4,319-55.4% | $4,346-55.7% |
| Admin fee / account holder | $175 | $1,486-88.2% | $7,386-97.6% | $1,942-91.0% |