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 ADVISORY3 years Service code 99 · EIN 46-3235230 200 ASHFORD CENTER NORTH SUITE 400 · ATLANTA, GA 30338 | Other Fees | $52,124 |
RETIREMENT BENEFIT SOLUTIONS5 years Service code 49 · EIN 54-1953648 205 VAN BUREN ST STE 120 · HERNDON, VA 20170 | Other Services | $12,957 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,065 | $86,897-30.9% | $151,611-60.4% | $64,808-7.3% |
| Participation rate | 83.1% | 87.3%-4.2pp | 87.5%-4.4pp | 71.5%+11.6pp |
| Annual return | -13.88% | -3.57%-10.3pp | 3.33%-17.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,192 | $4,010-45.3% | $6,166-64.5% | $2,506-12.5% |
| Participant deferral / active EE | $4,549 | $6,690-32.0% | $8,363-45.6% | $4,310+5.5% |
| Admin fee / account holder | $269 | $153+75.8% | $11,616-97.7% | $188+43.2% |