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 SERVICES8+ years Service code 99 · EIN 59-2937883 | Other Fees | $60,812 |
NOVA 401(K) ASSOCIATES8+ years Service code 49 · EIN 20-1181458 | Other Services | $31,492 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,312 |
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.
Annual investment return 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 | $39,040 | $95,918-59.3% | $151,611-74.2% | $77,904-49.9% |
| Participation rate | 88.2% | 88.7%-0.5pp | 87.5%+0.7pp | 73.7%+14.5pp |
| Annual return | -17.22% | -5.50%-11.7pp | 3.33%-20.5pp | 12.21%-29.4pp |
| Employer contribution / active EE | $1,833 | $4,330-57.7% | $6,166-70.3% | $2,848-35.6% |
| Participant deferral / active EE | $3,480 | $7,508-53.6% | $8,363-58.4% | $4,806-27.6% |
| Admin fee / account holder | $47 | $93-49.7% | $11,616-99.6% | $133-64.6% |