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) | $49,031 |
THE BELLEVUE HOSPITAL8 years Service code 38 · EIN 34-4428205 | Participant Communication | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $6,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,077 | $47,126+118.7% | $149,673-31.1% | $74,419+38.5% |
| Participation rate | 97.9% | 63.4%+34.5pp | 78.8%+19.2pp | 70.7%+27.2pp |
| Annual return | 15.32% | 22.75%-7.4pp | 134.42%-119.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $2,277 | $1,905+19.5% | $4,818-52.7% | $2,637-13.7% |
| Participant deferral / active EE | $5,274 | $2,728+93.3% | $5,680-7.2% | $4,528+16.5% |
| Admin fee / account holder | $151 | $343-55.8% | $13,210-98.9% | $348-56.5% |