Filed May 8, 2008
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 |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: FIRST AMERICAN BANK & TRUST CO Service code 27 300 COLLEGE AVE · ATHENS, GA 30601 | Advisory (Plan) | $31,835 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,372 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,821 | $87,841-26.2% | $133,980-51.6% | $62,891+3.1% |
| Participation rate | 92.5% | 83.4%+9.1pp | 87.1%+5.4pp | 69.3%+23.2pp |
| Annual return | 9.56% | 12.05%-2.5pp | 29.30%-19.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,145 | $3,483-38.4% | $5,211-58.8% | $2,281-5.9% |
| Participant deferral / active EE | $3,715 | $4,812-22.8% | $6,282-40.9% | $3,203+16.0% |
| Admin fee / account holder | $360 | $5,371-93.3% | $9,324-96.1% | $4,296-91.6% |