Filed March 14, 1994
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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,942 |
Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 55 | Other Commissions | $8,953 |
Filed as: PENTEC PENSION MGMT Service code 13 · EIN 75-2776689 | Contract Administrator | $6,735 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 | Contract Administrator | $6,514 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Service code 55 880 CARILON PARKWAY · ST PETERBERG, FL 33716 | Other Commissions | $0 |
Annual investment return 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 | $71,577 | $98,982-27.7% | $162,163-55.9% | $65,185+9.8% |
| Participation rate | 89.8% | 85.8%+4.0pp | 87.6%+2.2pp | 70.2%+19.6pp |
| Annual return | 8.80% | 24.84%-16.0pp | 115.59%-106.8pp | 29.38%-20.6pp |
| Employer contribution / active EE | $2,753 | $3,467-20.6% | $5,614-51.0% | $2,177+26.5% |
| Participant deferral / active EE | $3,973 | $5,384-26.2% | $7,298-45.6% | $3,514+13.1% |
| Admin fee / account holder | $166 | $596-72.2% | $10,843-98.5% | $847-80.5% |