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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 13 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $24,841 |
KIRBO & KIRBO, P.C.1 year Service code 21 2405 WESTGATE DR · ALBANY, GA 31707 | Bank Trustee | $15,000 |
WILLAMETTE MANAGEMENT ASSOCIATES6+ years Service code 34 1355 PEACHTREE STREET NE · ATLANTA, GA 30309 | Valuation (appraisals, etc.) | $13,791 |
MAULDIN & JENKINS6+ years Service code 10 200 GALLERIA DRIVE #1700 · ATLANTA, GA 30339 | Accounting | $11,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,630 | $99,957-75.4% | $149,696-83.5% | $73,488-66.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 38.16% | 53.87%-15.7pp | 276.60%-238.4pp | 28.51%+9.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $191 | $551-65.4% | $9,309-98.0% | $513-62.9% |