Filed January 14, 2005
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
IFG ADVISORY5 years Service code 99 · EIN 46-3235230 200 ASHFORD CENTER NORTH SUITE 400 · ATLANTA, GA 30338 | Other Fees | $68,686 |
RETIREMENT BENEFIT SOLUTIONS7 years Service code 49 · EIN 54-1953648 205 VAN BUREN ST STE 120 · HERNDON, VA 20170 | Other Services | $13,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,138 | $129,021-37.9% | $184,203-56.5% | $77,643+3.2% |
| Participation rate | 82.4% | 87.3%-5.0pp | 86.8%-4.4pp | 70.6%+11.8pp |
| Annual return | 13.48% | 33.27%-19.8pp | 28.81%-15.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,581 | $4,413-41.5% | $6,427-59.8% | $2,726-5.3% |
| Participant deferral / active EE | $4,964 | $7,297-32.0% | $9,131-45.6% | $4,647+6.8% |
| Admin fee / account holder | $284 | $254+12.0% | $13,901-98.0% | $430-33.9% |