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 GRAHAM4 years Filed as: SMITH GRAHAM & CO. INVESTMENT Service code 28 · EIN 76-0301817 | Investment Management | $298,846 |
Service code 28 · EIN 13-3257590 | Investment Management | $165,043 |
Filed as: SOUTHERN BENEFIT ADMINISTRATOR Service code 13 · EIN 62-1116095 | Contract Administrator | $162,000 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $159,406 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 28 642 NEWTON YARDLEY · NEWTON, PA 18940 | Investment Management | $129,000 |
VENABLE LLP7+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $84,565 |
Service code 28 · EIN 45-3138207 | Investment Management | $80,905 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $71,169 |
BLACKSTONE2 years Filed as: BLACKSTONE INFRASTRUCTURE Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $66,476 |
ALAN EICHENBAUM3 years Filed as: LAW OFFICE OF ALAN EICHENBAUM Service code 29 · EIN 26-6065243 | Legal | $65,000 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.88% | 19.37%-3.5pp | 11.08%+4.8pp | 15.63%+0.2pp |
| Employer contribution / active EE | $6,269 | $13,107-52.2% | $28,409-77.9% | $11,476-45.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |