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 | $69,745+50.3% | $67,511+55.3% | $74,546+40.6% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.33% | -40.37%+53.7pp | 3517.41%-3504.1pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $4,315 | $2,705+59.5% | $2,733+57.9% | $2,624+64.4% |
| Participant deferral / active EE | $2,551 | $3,636-29.8% | $4,000-36.2% | $4,347-41.3% |
| Admin fee / account holder | $161 | $894-82.0% | $3,999-96.0% | $1,944-91.7% |