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 | Float revenue; Recordkeeping and info... | $151,990 |
Service code 16 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Consulting | $112,154 |
SEIM JOHNSON, LLP2 years Filed as: SEIM JOHNSON Service code 10 · EIN 47-6097913 | Accounting | $19,049 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,174 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,186 | $45,000+29.3% | $143,757-59.5% | $77,904-25.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -14.86% | 29.03%-43.9pp | -0.04%-14.8pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,624 | $1,870+40.3% | $4,951-47.0% | $2,848-7.9% |
| Participant deferral / active EE | $5,040 | $3,157+59.7% | $5,637-10.6% | $4,806+4.9% |
| Admin fee / account holder | $85 | $98-14.0% | $14,673-99.4% | $133-36.2% |