Filed February 25, 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 27 ADVISORS INC · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $99,033 | $60,545+63.6% | $92,233+7.4% | $69,631+42.2% |
| Participation rate | 45.3% | 72.2%-26.8pp | 76.5%-31.2pp | 70.7%-25.4pp |
| Annual return | 16.44% | 19.71%-3.3pp | 176.28%-159.8pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,783 | $2,633-32.3% | $3,679-51.6% | $2,032-12.3% |
| Participant deferral / active EE | $3,537 | $2,828+25.1% | $3,897-9.2% | $3,224+9.7% |
| Admin fee / account holder | $143 | $145-1.5% | $5,194-97.3% | $110+29.1% |