Filed January 23, 2006
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 & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $32,804 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,187 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,796 | $96,484+17.9% | $156,263-27.2% | $74,304+53.1% |
| Participation rate | 89.0% | 67.7%+21.3pp | 78.9%+10.1pp | 60.3%+28.6pp |
| Annual return | 11.67% | 17.73%-6.1pp | 59.47%-47.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $3,099 | $2,528+22.6% | $4,333-28.5% | $2,241+38.3% |
| Participant deferral / active EE | $8,721 | $4,286+103.5% | $6,158+41.6% | $3,767+131.5% |
| Admin fee / account holder | $54 | $3,728-98.6% | $14,255-99.6% | $2,969-98.2% |