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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $74,780 |
RBC WEALTH MANAGEMENT9+ years Service code 28 3060 PEACHTREE ROAD · ATLANTA, GA 30305 | Investment Management | $61,832 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $29,855 |
US BANK9+ 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.
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 | $33,520-100.0% | $6,886-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.1%-11.1pp | 2.1%-2.1pp |
| Annual return | 6.91% | 7.65%-0.7pp | 7.14%-0.2pp | 7.65%-0.7pp |
| Employer contribution / active EE | $4,493 | $20,599-78.2% | $20,022-77.6% | $20,599-78.2% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $31-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5-100.0% | $193-100.0% |