Filed June 8, 2009
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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $160,000 |
Service code 16 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Consulting | $84,311 |
CONTRYMAN ASSOCIATES1 year Filed as: COUNTRYMAN ASSOCIATES PC Service code 10 · EIN 47-0623143 | Accounting | $8,800 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,224 | $44,989+20.5% | $170,442-68.2% | $77,958-30.4% |
| Participation rate | 97.5% | 64.6%+32.9pp | 83.6%+13.9pp | 71.6%+25.9pp |
| Annual return | 17.23% | 19.61%-2.4pp | 205.93%-188.7pp | 20.87%-3.6pp |
| Employer contribution / active EE | $2,220 | $1,466+51.4% | $5,433-59.1% | $2,310-3.9% |
| Participant deferral / active EE | $3,950 | $2,208+78.9% | $4,939-20.0% | $3,537+11.7% |
| Admin fee / account holder | $85 | $69+23.1% | $13,880-99.4% | $97-12.8% |