Filed November 9, 2005
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 BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFITS ADMINISTRATORS Service code 13 · EIN 62-1116095 | Contract Administrator | $162,000 |
INVESCO1+ years Filed as: INVESCO INSTITUTIONAL, N.A Service code 28 TWO PEACHTREE POINTE · ATLANTA, GA 30309 | Investment Management | $160,893 |
ALAN BILLER & ASSOCIATES1+ years Service code 27 535 MIDDLEFIELD ROAD · MENLO PARK, CA 94025 | Advisory (Plan) | $157,849 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 59-6205166 | Insurance services; Trustee (discreti... | $156,806 |
ARROWSTREET CAPITAL1+ years Service code 28 200 CLARENDON ST · BOSTOM, MA 02116 | Investment Management | $114,535 |
Filed as: WILKIE FARR & GALLAGHER LLP Service code 10 · EIN 13-5536844 787 SEVENTH AVENUE · NEW YORK, NY 10019 | Accounting | $90,920 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-2796848 | Investment Management | $90,455 |
VENABLE LLP1+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $80,050 |
ALAN EICHENBAUM1+ years Service code 29 · EIN 26-6065243 | Legal | $78,560 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2619259 | Actuarial | $71,654 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.22% | 1.36%-1.1pp | -1.61%+1.8pp | 1.67%-1.5pp |
| Employer contribution / active EE | $7,514 | $10,832-30.6% | $30,840-75.6% | $10,506-28.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |