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 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $668,909 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 22-3723955 | Advisory (Plan) | $80,750 |
WINDHAM BRANNON4 years Service code 29 · EIN 58-1763439 | Legal | $46,603 |
Filed as: SMITH, GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $9,946 |
MAZURSKY CONSTANTINE LLC5+ years Service code 29 · EIN 27-3547321 | Legal | $248 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,433 | $32,762+78.4% | $84,611-30.9% | $89,569-34.8% |
| Participation rate | 100.0% | 34.6%+65.4pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | 15.96% | 28.37%-12.4pp | 258.74%-242.8pp | 34.56%-18.6pp |
| Employer contribution / active EE | $1,929 | $564+242.2% | $2,652-27.3% | $2,584-25.4% |
| Participant deferral / active EE | $3,158 | $1,501+110.4% | $3,899-19.0% | $4,220-25.2% |
| Admin fee / account holder | $63 | $82-23.8% | $4,912-98.7% | $72-12.2% |