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) | $45,268 |
THE BELLEVUE HOSPITAL5 years Service code 38 · EIN 34-4428205 | Participant Communication | $16,000 |
Service code 49 · EIN 04-1590850 | Other Services | $8,923 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE4 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 | $105,391 | $52,293+101.5% | $178,490-41.0% | $73,409+43.6% |
| Participation rate | 98.5% | 65.3%+33.2pp | 81.9%+16.6pp | 72.2%+26.3pp |
| Annual return | 14.30% | 34.75%-20.4pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,079 | $1,735+19.8% | $5,011-58.5% | $2,234-6.9% |
| Participant deferral / active EE | $4,581 | $2,332+96.4% | $5,202-11.9% | $3,805+20.4% |
| Admin fee / account holder | $154 | $127+20.6% | $13,984-98.9% | $158-2.7% |