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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-2937883 P O BOX 23698 · ST. PETERSBURG, FL 33742 | Other Fees | $56,138 |
FLOWER & ASSOCIATES, INC.3 years Service code 99 · EIN 72-0894768 P O BOX 51862 · LAFAYETTE, LA 70505 | Other Fees | $10,320 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,840 |
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 | $121,672 | $101,317+20.1% | $146,958-17.2% | $74,495+63.3% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.2%-16.6pp | 67.2%-1.7pp |
| Annual return | 16.62% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $2,232 | $3,810-41.4% | $4,933-54.8% | $2,623-14.9% |
| Participant deferral / active EE | $4,292 | $7,303-41.2% | $8,070-46.8% | $4,346-1.2% |
| Admin fee / account holder | $134 | $1,739-92.3% | $12,998-99.0% | $1,942-93.1% |