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 LLC5+ years Service code 27 TWO ATLANTIC AVE · BOSTON, MA 02110 | Advisory (Plan) | $31,031 |
FLIPPIN BRUCE & PORTER, INC.6+ years Service code 27 P.O. BOX 6138 · LYNCHBURG, VA 245056138 | Advisory (Plan) | $24,005 |
CAPITAL MANAGEMENT1 year Filed as: THE CAPITAL MANAGEMENT CORP Service code 71 · EIN 54-1048352 | Brokerage Fees | $3,048 |
SUNTRUST BANKS, INC.6+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $2,113 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $478 |
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 | $293,638 | $58,879+398.7% | $178,490+64.5% | $73,488+299.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.10% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $13,628 | $2,236+509.5% | $5,011+172.0% | $2,270+500.3% |
| Participant deferral / active EE | $6,240 | $2,567+143.1% | $5,202+20.0% | $3,740+66.9% |
| Admin fee / account holder | $314 | $400-21.4% | $13,984-97.8% | $513-38.7% |