Filed April 5, 2000 (most recent of 3 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 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 |
|---|---|---|
SOUTHERN PENSION SERVICES2 years Filed as: SOUTHERN PENSION SERVICES, INC. Service code 49 | Other Services | $8,270 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $7,162 |
SOUTHERN PENSION SERVICES9 years Service code 49 · EIN 59-3461974 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,325 | $88,087+52.5% | $164,866-18.5% | $74,546+80.2% |
| Participation rate | 91.9% | 73.1%+18.8pp | 78.6%+13.3pp | 67.2%+24.7pp |
| Annual return | 11.56% | 17.27%-5.7pp | 69.97%-58.4pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $3,737 | $2,595+44.0% | $4,343-13.9% | $2,624+42.4% |
| Participant deferral / active EE | $7,063 | $4,499+57.0% | $6,033+17.1% | $4,347+62.5% |
| Admin fee / account holder | $61 | $2,232-97.3% | $12,689-99.5% | $1,944-96.9% |