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 | $100,427 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $77,183 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $20,141 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,093 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $90,371 | $53,136+70.1% | $155,509-41.9% | $199,593-54.7% |
| Participation rate | 98.3% | 64.1%+34.2pp | 78.2%+20.1pp | 72.0%+26.3pp |
| Annual return | 12.21% | 41.15%-28.9pp | 64.67%-52.5pp | 34.25%-22.0pp |
| Employer contribution / active EE | $3,039 | $1,851+64.2% | $4,672-34.9% | $3,034+0.2% |
| Participant deferral / active EE | $5,845 | $3,161+84.9% | $5,626+3.9% | $5,087+14.9% |
| Admin fee / account holder | $106 | $185-43.0% | $15,912-99.3% | $269-60.7% |