Filed August 4, 2006
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 7-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 |
|---|---|---|
MILLIMAN, INC.1+ years Service code 11 3424 PEACHTREE ROAD NE, STE 1900 · ATLANTA, GA 30326 | Actuarial | $140,065 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 21 303 PEACHTREE STREET, 2ND FLOOR · ATLANTA, GA 30308 | Bank Trustee | $129,667 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG ASSOCIATES Service code 17 400 GALLERIA PARKWAY, STE 1800 · ATLANTA, GA 30339 | Pension Consulting | $114,286 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS, INC. Service code 28 225 LIBERTY STREET · NEW YORK, NY 10281 | Investment Management | $69,488 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 S COLLEGE ST. · CHARLOTTE, NC 28202 | Investment Management | $60,467 |
GARCIA HAMILTON & ASSOCIATES1+ years Service code 28 1401 MCKINNEY SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $51,027 |
Filed as: BRANDYWINE GLOBAL OPP FIXED INC FUN Service code 28 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $40,294 |
WINDHAM BRANNON1+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD, NE STE 600 · ATLANTA, GA 30326 | Accounting | $21,000 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON CIF DIH FUND Service code 28 75 STATE STREET · BOSTON, MA 02109 | Investment Management | $18,524 |
MAZURSKY CONSTANTINE LLC1+ years Filed as: MAZURSKY CONSTANTINE, LLC Service code 29 · EIN 27-3547321 | Legal | $14,998 |
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 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 | $0 | $14,096,330-100.0% | $219,249-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.0%-30.0pp | 0.0%0pp |
| Annual return | 1.88% | 1.67%+0.2pp | 1.50%+0.4pp | 1.67%+0.2pp |
| Employer contribution / active EE | $2,117 | $10,506-79.8% | $37,746-94.4% | $10,506-79.8% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $87-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $0 | $66,276-100.0% |