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. $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 |
|---|---|---|
LPL FINANCIAL3 years Service code 99 · EIN 04-3046611 1077 BAXTER STREET SUITE 600 · ATHENS, GA 30606 | Other Fees | $31,388 |
RETIREMENT BENEFIT SOLUTIONS3 years Service code 49 · EIN 54-1953648 5103-C BACKLICK ROAD · ANNANDALE, VA 22003 | Other Services | $12,188 |
IFG ADVISORY1 year Service code 99 · EIN 46-3235230 200 ASHFORD CENTER NORTH SUITE 400 · ATLANTA, GA 30338 | Other Fees | $7,365 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,571 | $111,608-50.2% | $177,821-68.7% | $73,409-24.3% |
| Participation rate | 87.7% | 87.9%-0.2pp | 87.7%0pp | 72.2%+15.5pp |
| Annual return | 26.24% | 18.23%+8.0pp | 48.32%-22.1pp | 59.29%-33.1pp |
| Employer contribution / active EE | $1,372 | $3,796-63.8% | $5,918-76.8% | $2,234-38.6% |
| Participant deferral / active EE | $3,717 | $6,199-40.0% | $7,714-51.8% | $3,805-2.3% |
| Admin fee / account holder | $177 | $166+7.0% | $12,427-98.6% | $158+12.2% |