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 | Account maintenance fees; Shareholder... | $181,164 |
Service code 16 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Consulting | $92,910 |
CONTRYMAN ASSOCIATES2 years Filed as: COUNTRYMAN ASSOCIATES PC Service code 10 · EIN 47-0623143 | Accounting | $5,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $555 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,746 | $45,382+5.2% | $154,107-69.0% | $75,289-36.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -6.30% | -0.47%-5.8pp | 735.12%-741.4pp | -0.04%-6.3pp |
| Employer contribution / active EE | $2,314 | $1,533+51.0% | $5,298-56.3% | $2,405-3.8% |
| Participant deferral / active EE | $4,316 | $2,384+81.1% | $5,081-15.0% | $3,739+15.5% |
| Admin fee / account holder | $88 | $89-0.9% | $13,411-99.3% | $102-13.5% |