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 & COMPANY4+ years Service code 13 · EIN 58-1392124 | Contract Administrator | $23,895 |
WILLAMETTE MANAGEMENT ASSOCIATES4+ years Service code 34 1355 PEACHTREE STREET NE · ATLANTA, GA 30309 | Valuation (appraisals, etc.) | $14,247 |
MAULDIN & JENKINS4+ years Service code 10 200 GALLERIA DRIVE #1700 · ATLANTA, GA 30339 | Accounting | $10,900 |
SMITH & HOWARD, PC2 years Filed as: SMITH LYNCH LLC Service code 29 2020 HOWELL MILL RD. NW · ATLANTA, GA 30318 | Legal | $5,698 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,160 | $73,102-68.3% | $123,544-81.3% | $56,287-58.9% |
| Participation rate | 98.8% | 74.3%+24.5pp | 82.3%+16.5pp | 69.9%+28.9pp |
| Annual return | -21.52% | 3.01%-24.5pp | 119.20%-140.7pp | -9.96%-11.6pp |
| Employer contribution / active EE | $783 | $2,977-73.7% | $4,628-83.1% | $2,111-62.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $168 | $554-69.6% | $9,284-98.2% | $521-67.7% |