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.3+ years Service code 11 3424 PEACHTREE ROAD NE, STE 1900 · ATLANTA, GA 30326 | Actuarial | $137,525 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST Service code 21 303 PEACHTREE STREET, 2ND FLOOR · ATLANTA, GA 30308 | Bank Trustee | $134,833 |
LCG ASSOCIATES, INC.3+ years Filed as: LCG ASSOCIATES Service code 17 400 GALLERIA PARKWAY, STE 1800 · ATLANTA, GA 30339 | Pension Consulting | $98,629 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS, INC. Service code 28 225 LIBERTY STREET · NEW YORK, NY 10281 | Investment Management | $75,485 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 S COLLEGE ST. · CHARLOTTE, NC 28202 | Investment Management | $75,325 |
GARCIA HAMILTON & ASSOCIATES3+ years Service code 28 1401 MCKINNEY SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $67,892 |
WINDHAM BRANNON3+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD, NE STE 600 · ATLANTA, GA 30326 | Accounting | $17,000 |
MAZURSKY CONSTANTINE LLC3+ years Filed as: MAZURSKY CONSTANTINE, LLC Service code 29 · EIN 27-3547321 | Legal | $9,332 |
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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 18.10% | 17.84%+0.3pp | 7.90%+10.2pp | 17.84%+0.3pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $41,695-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |