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 & COMPANY3+ years Service code 13 · EIN 58-1392124 | Contract Administrator | $25,994 |
SMITH & HOWARD, PC1 year Filed as: SMITH LYNCH LLC Service code 29 2020 HOWELL MILL RD. NW · ATLANTA, GA 30318 | Legal | $16,343 |
WILLAMETTE MANAGEMENT ASSOCIATES3+ years Service code 34 1355 PEACHTREE STREET NE · ATLANTA, GA 30309 | Valuation (appraisals, etc.) | $13,617 |
MAULDIN & JENKINS3+ years Service code 10 200 GALLERIA DRIVE #1700 · ATLANTA, GA 30339 | Accounting | $10,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,228 | $80,753-63.8% | $136,294-78.6% | $62,292-53.1% |
| Participation rate | 98.4% | 73.5%+24.9pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | -5.77% | 35.83%-41.6pp | 5155.94%-5161.7pp | 28.90%-34.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $191 | $525-63.7% | $9,243-97.9% | $479-60.2% |