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 with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC BENEFIT ADVISORS3+ years Filed as: STRATEGIC BENEFIT ADVISORS, INC. Service code 50 · EIN 03-0415817 2392 MT. VERNON ROAD 200 · ATLANTA, GA 30338 | Direct Payment | $186,952 |
MATRIX TRUST COMPANY2 years Service code 13 · EIN 75-3182674 717 17TH ST, SUITE 1300 · DENVER, CO 80202 | Contract Administrator | $139,454 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: THE GIBSON GROUP/MORGAN STANLEY Service code 27 · EIN 10-0213477 | Advisory (Plan) | $83,855 |
ALSTON & BIRD LLP3+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $24,271 |
AGEEFISHERBARRETT, LLC3+ years Service code 10 · EIN 58-2248437 750 HAMMOND DR, BLDG 17 · ATLANTA, GA 30328 | Accounting | $16,800 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $350,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 70.3%-70.3pp | 0.0%0pp |
| Annual return | 13.92% | 11.65%+2.3pp | 12.97%+0.9pp | 11.65%+2.3pp |
| Employer contribution / active EE | $11,397 | $12,483-8.7% | $17,272-34.0% | $12,483-8.7% |
| Participant deferral / active EE | $0 | $208-100.0% | $0 | $208-100.0% |
| Admin fee / account holder | $0 | $0 | $1,412-100.0% | - |