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 & COMPANY6+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $167,267 |
RELIANCE TRUST COMPANY6+ years Service code 21 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Bank Trustee | $8,851 |
NATIONAL FINANCIAL SERVICES4 years Service code 19 · EIN 04-3523567 | Securities Custodian | $5,297 |
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 | $57,145 | $58,101-1.6% | $118,925-51.9% | $73,409-22.2% |
| Participation rate | 94.5% | 56.1%+38.3pp | 75.4%+19.1pp | 72.2%+22.3pp |
| Annual return | 10.29% | 20.56%-10.3pp | 35.88%-25.6pp | 59.29%-49.0pp |
| Employer contribution / active EE | $3,125 | $1,445+116.2% | $3,263-4.2% | $2,234+39.9% |
| Participant deferral / active EE | $3,588 | $2,400+49.5% | $4,265-15.9% | $3,805-5.7% |
| Admin fee / account holder | $257 | $138+85.9% | $6,581-96.1% | $158+62.6% |