Filed August 1, 2006
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 |
|---|---|---|
INGHAM & COMPANY1+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $148,405 |
RELIANCE TRUST COMPANY1+ years Service code 21 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Bank Trustee | $6,056 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,049 | $41,317+21.1% | $85,969-41.8% | $55,191-9.3% |
| Participation rate | 99.4% | 54.5%+45.0pp | 76.5%+22.9pp | 69.2%+30.3pp |
| Annual return | -2.14% | 3.93%-6.1pp | 9.32%-11.5pp | 10.78%-12.9pp |
| Employer contribution / active EE | $2,934 | $1,198+145.0% | $3,474-15.6% | $1,899+54.5% |
| Participant deferral / active EE | $3,567 | $1,914+86.3% | $3,829-6.9% | $3,046+17.1% |
| Admin fee / account holder | $263 | $97+170.8% | $6,053-95.7% | $91+189.2% |