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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $170,992 |
RBC WEALTH MANAGEMENT4+ years Service code 28 3060 PEACHTREE ROAD · ATLANTA, GA 30305 | Investment Management | $134,219 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $24,704 |
US BANK4+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $16,000 |
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.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $157,433-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 16.7%-16.7pp | 1.2%-1.2pp |
| Annual return | 0.69% | 53.27%-52.6pp | 10.27%-9.6pp | 53.27%-52.6pp |
| Employer contribution / active EE | $269 | $14,774-98.2% | $19,104-98.6% | $14,774-98.2% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $15-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $12,160-100.0% | $13,289-100.0% |