Filed January 19, 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 |
|---|---|---|
Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $12,422 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-2937883 P O BOX 23698 · ST. PETERSBURG, FL 33742 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,943 | $82,202+14.3% | $125,339-25.0% | $64,808+45.0% |
| Participation rate | 60.6% | 77.9%-17.3pp | 82.4%-21.8pp | 71.5%-10.9pp |
| Annual return | -17.35% | 3.48%-20.8pp | 572.05%-589.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,961 | $3,615-45.8% | $4,814-59.3% | $2,506-21.7% |
| Participant deferral / active EE | $3,662 | $7,175-49.0% | $7,446-50.8% | $4,310-15.0% |
| Admin fee / account holder | $83 | $163-49.0% | $10,010-99.2% | $188-55.7% |