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 | $64,712 |
Filed as: RAYMOND JAMES Service code 16 880 CARILLON PARKWAY · ST.PETERSBERG, FL 33716 | Consulting | $58,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,179 | $95,880-22.6% | $107,525-31.0% | $85,563-13.3% |
| Participation rate | 93.6% | 70.1%+23.4pp | 75.1%+18.5pp | 66.0%+27.6pp |
| Annual return | 20.26% | 68.06%-47.8pp | 181.32%-161.1pp | 31.51%-11.3pp |
| Employer contribution / active EE | $10,963 | $3,812+187.6% | $3,754+192.1% | $2,654+313.1% |
| Participant deferral / active EE | $5,723 | $4,201+36.2% | $5,116+11.9% | $4,375+30.8% |
| Admin fee / account holder | $186 | $1,025-81.9% | $8,919-97.9% | $834-77.7% |