Filed December 1, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $66,223 |
Filed as: RAYMOND JAMES FINANCIAL ADVISORS Service code 99 · EIN 59-2937883 | Other Fees | $25,000 |
EUGENE ROBINSON CO. INC.1 year Filed as: EUGENE HUANG Service code 55 4 N 2ND STREET · SAN JOSE, CA 95113 | Other Commissions | $5,996 |
JOANNE LANGONE2 years Filed as: JOANNE REDMOND Service code 55 5013 EAGLESHAM CT · RENO, NV 89519 | Other Commissions | $4,738 |
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 | $55,344 | $46,173+19.9% | $170,442-67.5% | $69,631-20.5% |
| Participation rate | 85.7% | 63.9%+21.8pp | 83.6%+2.1pp | 70.7%+15.0pp |
| Annual return | 15.00% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $990 | $1,610-38.5% | $5,433-81.8% | $2,032-51.3% |
| Participant deferral / active EE | $3,081 | $2,080+48.1% | $4,939-37.6% | $3,224-4.4% |
| Admin fee / account holder | $88 | $116-24.1% | $13,880-99.4% | $110-20.3% |