Filed August 9, 2006
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 |
|---|---|---|
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $118,660 |
EISNERAMPER LLP6 years Service code 10 · EIN 87-1363769 | Accounting | $38,850 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $27,047 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,507 | $81,357+199.3% | $75,972+220.5% | $199,593+22.0% |
| Participation rate | 40.8% | 69.9%-29.1pp | 69.1%-28.2pp | 72.0%-31.2pp |
| Annual return | 15.66% | 16.32%-0.7pp | 359.55%-343.9pp | 34.25%-18.6pp |
| Employer contribution / active EE | $914 | $3,341-72.6% | $2,685-66.0% | $3,034-69.9% |
| Participant deferral / active EE | $3,595 | $4,710-23.7% | $4,255-15.5% | $5,087-29.3% |
| Admin fee / account holder | $199 | $144+37.7% | $6,467-96.9% | $269-26.0% |