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 |
|---|---|---|
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCIATES Service code 17 400 GALLERIA PARKWAY, STE 1800 · ATLANTA, GA 30339 | Pension Consulting | $162,162 |
MILLIMAN, INC.2+ years Service code 11 3424 PEACHTREE ROAD NE, STE 1900 · ATLANTA, GA 30326 | Actuarial | $133,583 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST Service code 21 303 PEACHTREE STREET, 2ND FLOOR · ATLANTA, GA 30308 | Bank Trustee | $122,801 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUNDS, INC. Service code 28 225 LIBERTY STREET · NEW YORK, NY 10281 | Investment Management | $63,455 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 S COLLEGE ST. · CHARLOTTE, NC 28202 | Investment Management | $61,463 |
GARCIA HAMILTON & ASSOCIATES2+ years Service code 28 1401 MCKINNEY SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $56,190 |
Filed as: BRANDYWINE GLOBAL OPP FIXED INC FUN Service code 28 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $29,767 |
WINDHAM BRANNON2+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD, NE STE 600 · ATLANTA, GA 30326 | Accounting | $19,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 10.22% | 9.19%+1.0pp | 2.89%+7.3pp | 9.19%+1.0pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $39,831-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |