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 |
|---|---|---|
IFG ADVISORY2 years Service code 99 · EIN 46-3235230 200 ASHFORD CENTER NORTH SUITE 400 · ATLANTA, GA 30338 | Other Fees | $54,011 |
RETIREMENT BENEFIT SOLUTIONS4 years Service code 49 · EIN 54-1953648 205 VAN BUREN ST STE 120 · HERNDON, VA 20170 | Other Services | $18,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,095 | $111,491-39.8% | $189,513-64.6% | $86,799-22.7% |
| Participation rate | 85.6% | 87.3%-1.7pp | 87.8%-2.2pp | 72.3%+13.3pp |
| Annual return | 16.54% | 83.50%-67.0pp | 555.15%-538.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,454 | $3,951-63.2% | $6,162-76.4% | $2,405-39.6% |
| Participant deferral / active EE | $3,993 | $6,437-38.0% | $8,221-51.4% | $4,131-3.3% |
| Admin fee / account holder | $244 | $189+29.0% | $12,045-98.0% | $170+43.6% |