Filed October 19, 2004 (most recent of 4 filings on file)
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 |
|---|---|---|
THE COLONY GROUP LLC4+ years Service code 27 TWO ATLANTIC AVE · BOSTON, MA 02110 | Advisory (Plan) | $38,113 |
FLIPPIN BRUCE & PORTER, INC.5+ years Service code 27 P.O. BOX 6138 · LYNCHBURG, VA 245056138 | Advisory (Plan) | $26,104 |
SUNTRUST BANKS, INC.5+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $2,400 |
TD AMERITRADE, INC.5+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,851 | $52,953+402.0% | $172,739+53.9% | $65,185+307.8% |
| Participation rate | 96.7% | 66.2%+30.5pp | 82.6%+14.1pp | 70.2%+26.5pp |
| Annual return | 20.98% | 30.12%-9.1pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $7,796 | $2,190+256.0% | $5,143+51.6% | $2,177+258.2% |
| Participant deferral / active EE | $5,439 | $2,471+120.1% | $5,198+4.6% | $3,514+54.8% |
| Admin fee / account holder | $365 | $472-22.7% | $13,954-97.4% | $847-56.9% |