Filed November 9, 2005 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY MANAGEMENT TRUST CO. Service code 25 · EIN 04-2647786 | Directed Trustee | $459,480 |
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $359,909 |
SLC MANAGEMENT7 years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $278,240 |
CLEARSTEAD ADVISORS, LLC8 years Filed as: CLEARSTEAD Service code 27 · EIN 34-1597728 | Advisory (Plan) | $100,000 |
INTEGRITY ASSET MANAGEMENT9 years Service code 27 · EIN 13-2700161 | Advisory (Plan) | $21,262 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 27 · EIN 20-4659714 | Advisory (Plan) | $17,571 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
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.
Participant 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 | $36,224-100.0% | $505,629-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 39.0%-39.0pp | 2.1%-2.1pp |
| Annual return | 6.63% | 9.14%-2.5pp | 8.40%-1.8pp | 9.14%-2.5pp |
| Employer contribution / active EE | $89,963 | $19,963+350.7% | $39,312+128.8% | $19,963+350.7% |
| Participant deferral / active EE | $0 | $919-100.0% | $131-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $38,466-100.0% | $200-100.0% |