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 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% |