Filed February 26, 2006 (most recent of 2 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 9-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 |
|---|---|---|
Service code 27 649 S MILLEDGE AVENUE SUITE 8 · ATHENS, GA 306051259 | Advisory (Plan) | $40,989 |
TIAA8 years Service code 15 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $25,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,842 | $69,763+50.3% | $67,502+55.3% | $74,495+40.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.33% | -40.34%+53.7pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,315 | $2,704+59.6% | $2,731+58.0% | $2,623+64.5% |
| Participant deferral / active EE | $2,551 | $3,636-29.8% | $4,000-36.2% | $4,346-41.3% |
| Admin fee / account holder | $161 | $896-82.1% | $3,998-96.0% | $1,942-91.7% |