Filed October 27, 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 |
|---|---|---|
ARGENT TRUST COMPANY2+ years Service code 21 1100 ABERNATHY 500 N PARK ST 550 · ATLANTA, GA 30328 | Bank Trustee | $36,629 |
Service code 13 · EIN 58-1428634 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $27,961 |
Filed as: THE MCLEAN GROUP Service code 34 7918 JONES BRANCH ROAD · MCLEAN, VA 22102 | Valuation (appraisals, etc.) | $12,500 |
BRADLEY FOSTER & SARGENT INC2+ years Filed as: BRADLEY ARANT BOULT CUMMINGS LLP Service code 29 · EIN 63-0243316 PO BOX 340025 · NASHVILLE, TN 372030025 | Legal | $468 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,438 | $101,523-61.2% | $141,162-72.1% | $77,787-49.3% |
| Participation rate | 85.3% | 77.4%+7.9pp | 82.5%+2.8pp | 73.2%+12.0pp |
| Annual return | 43.27% | 56.22%-13.0pp | 71.39%-28.1pp | 32.57%+10.7pp |
| Employer contribution / active EE | $646 | $3,341-80.6% | $4,735-86.3% | $2,504-74.2% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $49 | $92-46.4% | $10,261-99.5% | $100-51.0% |