Filed December 22, 1992
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 |
|---|---|---|
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $154,909 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $148,817 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $116,540 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $48,801 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $24,916 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST BANK INC Service code 19 · EIN 58-1575035 | Securities Custodian | $20,783 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 7.00% | 4.82%+2.2pp | 3.97%+3.0pp | 7.18%-0.2pp |
| Employer contribution / active EE | $8,345 | $12,725-34.4% | $28,168-70.4% | $13,095-36.3% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |