Filed August 25, 2009 (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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Service code 99 · EIN 59-1237041 | Other Fees | $36,378 |
NOVA 401(K) ASSOCIATES4+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $9,733 |
Filed as: VOYA INSURANCE AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,867 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,384 | $80,005-47.0% | $140,016-69.7% | $55,725-23.9% |
| Participation rate | 94.5% | 87.0%+7.5pp | 87.5%+7.0pp | 70.9%+23.7pp |
| Annual return | -5.13% | 0.46%-5.6pp | 651.12%-656.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,772 | $3,403-47.9% | $5,606-68.4% | $2,078-14.7% |
| Participant deferral / active EE | $3,167 | $5,264-39.8% | $6,927-54.3% | $3,356-5.6% |
| Admin fee / account holder | $57 | $116-50.4% | $10,705-99.5% | $115-50.2% |