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 LLC4 years Filed as: FUTUREPLAN Service code 13 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $44,148 |
WILLAMETTE MANAGEMENT ASSOCIATES9+ years Service code 34 1355 PEACHTREE STREET NE · ATLANTA, GA 30309 | Valuation (appraisals, etc.) | $17,933 |
KIRBO & KIRBO, P.C.4 years Service code 21 2405 WESTGATE DR · ALBANY, GA 31707 | Bank Trustee | $15,000 |
MAULDIN & JENKINS9+ years Service code 10 200 GALLERIA DRIVE #1700 · ATLANTA, GA 30339 | Accounting | $13,400 |
Employer contribution per participant 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 | $45,638 | $91,407-50.1% | $135,903-66.4% | $71,457-36.1% |
| Participation rate | 99.5% | 75.7%+23.8pp | 81.9%+17.6pp | 67.9%+31.5pp |
| Annual return | 30.17% | 29.90%+0.3pp | 68.23%-38.1pp | 28.85%+1.3pp |
| Employer contribution / active EE | $770 | $3,703-79.2% | $4,856-84.1% | $2,588-70.2% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $260 | $1,266-79.5% | $10,762-97.6% | $1,587-83.6% |