Filed November 12, 1998
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 ORIA Service code 15 108 STATE ST STE 200 · GREENSBORO, NC 27408 | Recordkeeping | $11,089 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,877 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,722 | $44,873-44.9% | $79,464-68.9% | $56,287-56.1% |
| Participation rate | 86.5% | 68.7%+17.7pp | 73.3%+13.1pp | 69.9%+16.6pp |
| Annual return | 0.20% | 0.81%-0.6pp | 718.14%-717.9pp | -9.96%+10.2pp |
| Employer contribution / active EE | $46 | $2,140-97.9% | $2,800-98.4% | $2,111-97.8% |
| Participant deferral / active EE | $2,268 | $2,746-17.4% | $3,704-38.8% | $3,350-32.3% |
| Admin fee / account holder | $113 | $418-73.0% | $5,113-97.8% | $521-78.3% |