Filed June 8, 2009 (most recent of 2 filings on file)
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: RAYMOND JAMES FIN SVCS, INC. Service code 27 · EIN 59-1531281 | Advisory (Plan) | $43,289 |
THE BELLEVUE HOSPITAL3 years Service code 38 · EIN 34-4428205 | Participant Communication | $16,450 |
Service code 49 · EIN 04-1590850 | Other Services | $8,666 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE2 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
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 | $80,339 | $37,196+116.0% | $154,107-47.9% | $55,725+44.2% |
| Participation rate | 99.3% | 64.1%+35.2pp | 83.0%+16.2pp | 70.9%+28.4pp |
| Annual return | -4.62% | 1319.68%-1324.3pp | 735.12%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,037 | $1,614+26.2% | $5,298-61.6% | $2,078-2.0% |
| Participant deferral / active EE | $4,160 | $2,068+101.1% | $5,081-18.1% | $3,356+24.0% |
| Admin fee / account holder | $154 | $102+51.6% | $13,411-98.9% | $115+33.8% |