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 |
|---|---|---|
FLOWER & ASSOCIATES, INC.2 years Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $9,628 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,855 | $91,407+11.4% | $135,903-25.1% | $71,457+42.5% |
| Participation rate | 63.2% | 75.7%-12.5pp | 81.9%-18.7pp | 67.9%-4.7pp |
| Annual return | 18.41% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,170 | $3,703-41.4% | $4,856-55.3% | $2,588-16.2% |
| Participant deferral / active EE | $4,078 | $7,092-42.5% | $7,758-47.4% | $4,289-4.9% |
| Admin fee / account holder | $75 | $1,266-94.1% | $10,762-99.3% | $1,587-95.3% |