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) | $56,113 |
THE BELLEVUE HOSPITAL9 years Service code 10 1400 W MAIN ST PO BOX 8004 · BELLEVUE, OH 44811 | Accounting | $13,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,470 | $50,815+133.1% | $155,509-23.8% | $77,643+52.6% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.8pp | 70.6%+27.4pp |
| Annual return | 11.76% | 34.80%-23.0pp | 64.67%-52.9pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,492 | $1,993+25.1% | $4,672-46.7% | $2,726-8.6% |
| Participant deferral / active EE | $5,811 | $2,822+105.9% | $5,626+3.3% | $4,647+25.0% |
| Admin fee / account holder | $162 | $437-62.9% | $15,912-99.0% | $430-62.4% |