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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $152,377 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $144,102 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $116,990 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $34,722 |
SUNTRUST BANKS, INC.3+ years Filed as: SUNTRUST BANK INC Service code 19 · EIN 58-1575035 | Securities Custodian | $23,457 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $19,480 |
DIRECT ADVISORS, LLC1 year Filed as: AG DIRECT Service code 52 · EIN 13-3478879 | Indirect Investment Fees | $7,049 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 11.22% | 12.52%-1.3pp | 9.39%+1.8pp | 23.90%-12.7pp |
| Employer contribution / active EE | $10,175 | $13,977-27.2% | $33,466-69.6% | $16,539-38.5% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |