Filed April 24, 2009 (most recent of 2 filings on file)
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 7-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 |
|---|---|---|
Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $50,285 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-5674085 | Bank Trustee | $48,320 |
BAKER DONELSON1 year Service code 29 420 TWENTIETH STREET NORTH · BIRMINGHAM, AL 35203 | Legal | $12,266 |
Filed as: WILLIS TOWERS WATSON Service code 17 233 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Pension Consulting | $11,694 |
LCG ASSOCIATES, INC.7+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $8,846 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,286,405-100.0% | $2,286,405-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | -97.32% | 0.51%-97.8pp | 4.92%-102.2pp | 9.30%-106.6pp |
| Employer contribution / active EE | $0 | $61,097-100.0% | $39,114-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |