Filed April 27, 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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $70,683 |
Filed as: RAYMOND JAMES Service code 16 880 CARILLON PARKWAY · ST.PETERSBERG, FL 33716 | Consulting | $24,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,206 | $82,917-12.9% | $103,333-30.1% | $77,643-7.0% |
| Participation rate | 98.7% | 71.6%+27.1pp | 74.5%+24.2pp | 70.6%+28.1pp |
| Annual return | 18.68% | 19.13%-0.4pp | 24.88%-6.2pp | 31.24%-12.6pp |
| Employer contribution / active EE | $9,122 | $3,552+156.8% | $3,868+135.8% | $2,726+234.6% |
| Participant deferral / active EE | $5,743 | $4,108+39.8% | $5,057+13.6% | $4,647+23.6% |
| Admin fee / account holder | $184 | $638-71.2% | $8,355-97.8% | $430-57.4% |