Filed March 25, 2008 (most recent of 3 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 |
|---|---|---|
SWERDLIN & COMPANY5+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $66,691 |
Service code 27 · EIN 58-1989031 1180 WEST PEACHTREE ST, SUITE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $21,250 |
CARR, RIGGS & INGRAM, LLC3 years Service code 27 · EIN 72-1396621 | Advisory (Plan) | $13,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $156,801 | $88,515+77.1% | $162,163-3.3% | $67,579+132.0% |
| Participation rate | 88.9% | 86.8%+2.0pp | 87.6%+1.3pp | 71.3%+17.6pp |
| Annual return | 24.06% | 27.04%-3.0pp | 115.59%-91.5pp | 378.56%-354.5pp |
| Employer contribution / active EE | $5,406 | $3,563+51.7% | $5,614-3.7% | $2,148+151.7% |
| Participant deferral / active EE | $10,783 | $5,724+88.4% | $7,298+47.8% | $3,539+204.7% |
| Admin fee / account holder | $218 | $124+76.4% | $10,843-98.0% | $142+53.4% |