Filed March 9, 2006 (most recent of 4 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 |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Service code 28 3060 PEACHTREE ROAD · ATLANTA, GA 30305 | Investment Management | $160,688 |
MERCER3+ years Service code 11 525 VINE STREET, SUITE 1600 · CINCINNATI, OH 45202 | Actuarial | $71,651 |
US BANK3+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $15,000 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $13,800 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $68,458-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 10.1%-10.1pp | 1.8%-1.8pp |
| Annual return | 5.30% | 0.19%+5.1pp | -0.87%+6.2pp | 0.19%+5.1pp |
| Employer contribution / active EE | $820 | $13,763-94.0% | $21,826-96.2% | $13,763-94.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $656-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $165-100.0% | $426-100.0% |