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 & COMPANY4+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $182,381 |
RELIANCE TRUST COMPANY4+ years Service code 21 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Bank Trustee | $9,151 |
NATIONAL FINANCIAL SERVICES2 years Service code 19 · EIN 04-3523567 | Securities Custodian | $5,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,353 | $107,440-46.6% | $105,738-45.8% | $55,725+2.9% |
| Participation rate | 98.3% | 55.5%+42.8pp | 76.3%+22.0pp | 70.9%+27.5pp |
| Annual return | -3.46% | -0.59%-2.9pp | 6.27%-9.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,612 | $1,448+149.4% | $3,268+10.5% | $2,078+73.8% |
| Participant deferral / active EE | $4,220 | $2,171+94.4% | $4,080+3.4% | $3,356+25.8% |
| Admin fee / account holder | $303 | $283+7.0% | $6,913-95.6% | $115+163.2% |