Filed January 5, 2005
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $115,496 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $53,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,304 | $62,544+20.4% | $129,295-41.8% | $199,768-62.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 69.6%+30.4pp | 72.0%+28.0pp |
| Annual return | 17.17% | 16.95%+0.2pp | 9429.28%-9412.1pp | 34.26%-17.1pp |
| Employer contribution / active EE | $8,675 | $2,394+262.3% | $4,157+108.7% | $3,037+185.7% |
| Participant deferral / active EE | $9,212 | $3,123+194.9% | $4,169+120.9% | $5,090+81.0% |
| Admin fee / account holder | $72 | $167-56.8% | $7,665-99.1% | $269-73.2% |