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 ADMINISTRATORS2+ years Filed as: SOUTHERN BENEFITS ADMINISTRATORS Service code 13 · EIN 62-1116095 | Contract Administrator | $162,000 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 535 MIDDLEFIELD ROAD · MENLO PARK, CA 94025 | Advisory (Plan) | $155,411 |
ARROWSTREET CAPITAL2+ years Service code 28 200 CLARENDON ST · BOSTOM, MA 02116 | Investment Management | $151,450 |
INVESCO2+ years Filed as: INVESCO INSTITUTIONAL, N.A Service code 28 TWO PEACHTREE POINTE · ATLANTA, GA 30309 | Investment Management | $123,473 |
PANAGORA ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3063840 | Investment Management | $96,492 |
ALAN EICHENBAUM2+ years Service code 29 · EIN 26-6065243 | Legal | $78,150 |
VENABLE LLP2+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $78,000 |
PENN CAPITAL MANAGEMENT2+ years Service code 28 · EIN 22-2796848 | Investment Management | $48,537 |
Filed as: THE PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $38,384 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $29,679 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.69% | 3.63%+5.1pp | 4.16%+4.5pp | 9.19%-0.5pp |
| Employer contribution / active EE | $8,760 | $11,363-22.9% | $29,966-70.8% | $12,608-30.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |