Filed October 18, 2004 (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 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 & COMPANY1+ years Service code 13 · EIN 58-1392124 | Contract Administrator | $27,780 |
WILLAMETTE MANAGEMENT ASSOCIATES1+ years Service code 34 1355 PEACHTREE STREET NE · ATLANTA, GA 30309 | Valuation (appraisals, etc.) | $13,565 |
MAULDIN & JENKINS1+ years Service code 10 200 GALLERIA DRIVE #1700 · ATLANTA, GA 30339 | Accounting | $10,900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,393 | $70,002-53.7% | $115,037-71.8% | $52,331-38.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 39.13% | 4.04%+35.1pp | 26.14%+13.0pp | 4.54%+34.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $132 | $566-76.7% | $8,175-98.4% | $592-77.7% |