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 FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $26,953 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,758 |
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 | $35,341 | $56,317-37.2% | $71,209-50.4% | $74,304-52.4% |
| Participation rate | 77.5% | 55.1%+22.4pp | 73.8%+3.7pp | 60.3%+17.1pp |
| Annual return | 18.19% | 42.83%-24.6pp | 282.51%-264.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,736 | $2,160+26.7% | $2,721+0.5% | $2,241+22.1% |
| Participant deferral / active EE | $1,717 | $2,788-38.4% | $4,175-58.9% | $3,767-54.4% |
| Admin fee / account holder | $171 | $2,290-92.5% | $5,349-96.8% | $2,969-94.2% |