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 LLP2 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $92,511 |
EISNERAMPER LLP5 years Service code 10 · EIN 87-1363769 | Accounting | $61,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,389 | $49,693+381.7% | $70,515+239.5% | $74,419+221.7% |
| Participation rate | 54.1% | 64.7%-10.6pp | 68.3%-14.3pp | 70.7%-16.6pp |
| Annual return | 16.39% | 21.22%-4.8pp | 32.77%-16.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,309 | $1,773-26.2% | $2,973-56.0% | $2,637-50.4% |
| Participant deferral / active EE | $4,502 | $3,376+33.4% | $4,567-1.4% | $4,528-0.6% |
| Admin fee / account holder | $186 | $316-41.1% | $6,412-97.1% | $348-46.6% |