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 |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,956 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $10,482 |
THE BELLEVUE HOSPITAL7 years Service code 38 · EIN 34-4428205 | Participant Communication | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,281 | $46,292+103.7% | $143,757-34.4% | $64,808+45.5% |
| Participation rate | 99.2% | 64.2%+35.0pp | 80.3%+18.9pp | 71.5%+27.7pp |
| Annual return | -14.09% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,482 | $1,910+30.0% | $4,951-49.9% | $2,506-1.0% |
| Participant deferral / active EE | $5,526 | $2,646+108.9% | $5,637-2.0% | $4,310+28.2% |
| Admin fee / account holder | $149 | $154-2.9% | $14,673-99.0% | $188-20.5% |