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 |
|---|---|---|
SMITH GRAHAM3 years Filed as: SMITH GRAHAM & CO. INVESTMENT Service code 28 · EIN 76-0301817 | Investment Management | $201,727 |
Filed as: SOUTHERN BENEFIT ADMINISTRATOR Service code 13 · EIN 62-1116095 | Contract Administrator | $162,000 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 28 642 NEWTON YARDLEY · NEWTON, PA 18940 | Investment Management | $128,000 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $119,748 |
Service code 28 · EIN 13-3257590 | Investment Management | $116,363 |
WHITESTAR ADVISORS, LLC3 years Filed as: WHITE STAR ADVISORS, LLC Service code 28 902 CLINT MOORE · BOCA RATON, FL 33487 | Investment Management | $86,044 |
Service code 28 · EIN 45-3138207 | Investment Management | $83,196 |
ALAN EICHENBAUM2 years Filed as: LAW OFFICE OF ALAN EICHENBAUM Service code 29 · EIN 26-6065243 | Legal | $78,871 |
VENABLE LLP6+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $71,721 |
PENN CAPITAL MANAGEMENT6+ years Service code 28 · EIN 22-2796848 | Investment Management | $67,958 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 5.91% | 6.82%-0.9pp | 8.01%-2.1pp | 12.86%-7.0pp |
| Employer contribution / active EE | $8,097 | $12,695-36.2% | $29,475-72.5% | $13,687-40.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |