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 SERVICES7+ years Service code 99 · EIN 59-2937883 | Other Fees | $63,303 |
NOVA 401(K) ASSOCIATES7+ years Service code 17 · EIN 20-1181458 | Pension Consulting | $29,873 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,249 |
Filed as: VOYA INSURANCE AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,340 | $118,337-54.1% | $189,513-71.3% | $93,030-41.6% |
| Participation rate | 90.8% | 89.1%+1.7pp | 87.8%+3.0pp | 73.9%+16.9pp |
| Annual return | 14.81% | 21.77%-7.0pp | 555.15%-540.3pp | 158.70%-143.9pp |
| Employer contribution / active EE | $1,959 | $4,204-53.4% | $6,162-68.2% | $2,706-27.6% |
| Participant deferral / active EE | $3,684 | $7,123-48.3% | $8,221-55.2% | $4,562-19.3% |
| Admin fee / account holder | $64 | $100-36.1% | $12,045-99.5% | $152-58.0% |