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) | $53,873 |
THE BELLEVUE HOSPITAL6 years Service code 38 · EIN 34-4428205 | Participant Communication | $16,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $7,951 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE5 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,185 | $56,485+96.8% | $185,823-40.2% | $86,799+28.1% |
| Participation rate | 98.3% | 65.5%+32.8pp | 81.7%+16.6pp | 72.3%+26.0pp |
| Annual return | 12.82% | 118.04%-105.2pp | 122.05%-109.2pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,189 | $1,843+18.8% | $5,167-57.6% | $2,405-9.0% |
| Participant deferral / active EE | $4,943 | $2,553+93.6% | $5,568-11.2% | $4,131+19.7% |
| Admin fee / account holder | $164 | $150+9.5% | $16,237-99.0% | $170-3.4% |