Filed December 2, 2010
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 17 · EIN 59-1531281 880 CARILON PARKWAY · ST. PETERSBURGH, FL 33716 | Pension Consulting | $62,787 |
CGRPS5 years Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $19,357 |
CREATIVE RETIREMENT SYSTEMS, INC.10+ years Service code 10 · EIN 31-1299207 | Accounting | $5,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,533 | $50,815-2.5% | $155,509-68.1% | $77,643-36.2% |
| Participation rate | 74.5% | 63.1%+11.4pp | 78.2%-3.7pp | 70.6%+3.9pp |
| Annual return | 16.84% | 34.80%-18.0pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,734 | $1,993-13.0% | $4,672-62.9% | $2,726-36.4% |
| Participant deferral / active EE | $4,083 | $2,822+44.7% | $5,626-27.4% | $4,647-12.2% |
| Admin fee / account holder | $217 | $437-50.4% | $15,912-98.6% | $430-49.7% |