Filed October 21, 2002
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.
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| Provider | Service type | Compensation |
|---|---|---|
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 S COLLEGE ST. · CHARLOTTE, NC 28202 | Investment Management | $37,750 |
LCG ASSOCIATES, INC.2+ years Filed as: LCG ASSOCIATES Service code 17 400 GALLERIA PARKWAY, STE 1800 · ATLANTA, GA 30339 | Pension Consulting | $31,560 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 3424 PEACHTREE ROAD, NE. STE 1900 · ATLANTA, GA 30326 | Actuarial | $28,345 |
SUNTRUST BANKS, INC.2+ years Filed as: SUNTRUST Service code 21 303 PEACHTREE STREET, 2ND FLOOR · ATLANTA, GA 30308 | Bank Trustee | $26,174 |
WINDHAM BRANNON2+ years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE, STE 600 · ATLANTA, GA 30326 | Accounting | $19,000 |
Service code 28 1401 MCKINNEY SUITE 1600 · HOUSTON, TX 77010 | Investment Management | $13,320 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS, INC. Service code 28 225 LIBERTY STREET · NEW YORK, NY 102811008 | Investment Management | $12,962 |
Filed as: BRANDYWINE GLOBAL OPP FIXED INC FUN Service code 28 2929 ARCH STREET, 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $6,329 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 4.65% | 17.94%-13.3pp | 5.44%-0.8pp | 7.18%-2.5pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |