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 16 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Consulting | $109,471 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $59,547 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,719 | $50,127+27.1% | $149,673-57.4% | $80,160-20.5% |
| Participation rate | 99.3% | 64.3%+35.0pp | 78.8%+20.6pp | 72.9%+26.4pp |
| Annual return | 14.75% | 29.82%-15.1pp | 134.42%-119.7pp | 40.38%-25.6pp |
| Employer contribution / active EE | $2,780 | $1,865+49.1% | $4,818-42.3% | $2,978-6.6% |
| Participant deferral / active EE | $5,442 | $3,194+70.4% | $5,680-4.2% | $5,017+8.5% |
| Admin fee / account holder | $29 | $153-80.9% | $13,210-99.8% | $145-79.9% |