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 & COMPANY5+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $167,873 |
RELIANCE TRUST COMPANY5+ years Service code 21 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Bank Trustee | $10,022 |
NATIONAL FINANCIAL SERVICES3 years Service code 19 · EIN 04-3523567 | Securities Custodian | $6,400 |
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 | $59,829 | $124,414-51.9% | $115,157-48.0% | $67,579-11.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 75.9%+24.1pp | 71.3%+28.7pp |
| Annual return | 16.21% | 29.40%-13.2pp | 35.60%-19.4pp | 378.56%-362.3pp |
| Employer contribution / active EE | $3,139 | $1,454+115.8% | $3,179-1.2% | $2,148+46.2% |
| Participant deferral / active EE | $3,688 | $2,331+58.2% | $4,168-11.5% | $3,539+4.2% |
| Admin fee / account holder | $278 | $361-23.2% | $7,088-96.1% | $142+95.0% |