Filed May 7, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC BENEFIT ADVISORS2+ years Filed as: STRATEGIC BENEFIT ADVISORS, INC. Service code 11 · EIN 03-0415817 2392 MT. VERNON ROAD 200 · ATLANTA, GA 30338 | Actuarial | $167,122 |
MATRIX TRUST COMPANY1 year Service code 13 · EIN 75-3182674 | Contract Administrator | $163,287 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: THE GIBSON GROUP/MORGAN STANLEY Service code 27 · EIN 10-0213477 | Advisory (Plan) | $78,572 |
AGEEFISHERBARRETT, LLC2+ years Service code 10 · EIN 58-2248437 | Accounting | $16,800 |
ALSTON & BIRD LLP2+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $9,157 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $576,863-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 3.62% | 3.81%-0.2pp | 4.57%-0.9pp | 3.81%-0.2pp |
| Employer contribution / active EE | $24,355 | $24,712-1.4% | $36,437-33.2% | $24,712-1.4% |
| Participant deferral / active EE | $0 | $189-100.0% | $0 | $189-100.0% |
| Admin fee / account holder | $0 | $0 | $3,978-100.0% | - |