Filed September 23, 1992
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 5-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 |
|---|---|---|
KILPATRICK TOWNSEND2 years Service code 29 · EIN 56-0511774 | Legal | $69,313 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,603 | $82,783-82.4% | $133,956-89.1% | $90,288-83.8% |
| Participation rate | 50.6% | 81.3%-30.7pp | 79.8%-29.2pp | 73.4%-22.7pp |
| Annual return | 16.39% | 21.89%-5.5pp | 45.09%-28.7pp | 53.97%-37.6pp |
| Employer contribution / active EE | $2,697 | $2,388+12.9% | $3,919-31.2% | $2,524+6.8% |
| Participant deferral / active EE | $0 | $4,291-100.0% | $5,048-100.0% | $4,232-100.0% |
| Admin fee / account holder | $50 | $93-46.0% | $8,927-99.4% | $114-56.0% |