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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $80,411 |
Service code 27 · EIN 58-1989031 1180 WEST PEACHTREE ST, SUITE 2475 · ATLANTA, GA 30309 | Advisory (Plan) | $17,000 |
CARR, RIGGS & INGRAM, LLC4 years Service code 27 · EIN 72-1396621 | Advisory (Plan) | $13,330 |
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 | $174,760 | $111,608+56.6% | $177,821-1.7% | $73,409+138.1% |
| Participation rate | 91.3% | 87.9%+3.4pp | 87.7%+3.6pp | 72.2%+19.1pp |
| Annual return | 14.00% | 18.23%-4.2pp | 48.32%-34.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $6,927 | $3,796+82.5% | $5,918+17.1% | $2,234+210.1% |
| Participant deferral / active EE | $13,278 | $6,199+114.2% | $7,714+72.1% | $3,805+248.9% |
| Admin fee / account holder | $295 | $166+78.4% | $12,427-97.6% | $158+87.0% |