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 GRAHAM5 years Filed as: SMITH GRAHAM & CO. INVESTMENT Service code 28 · EIN 76-0301817 | Investment Management | $219,128 |
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 RD #104 · NEWTON, PA 18940 | Investment Management | $129,000 |
Service code 29 · EIN 82-1935563 | Legal | $78,000 |
VENABLE LLP8+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $78,000 |
Service code 11 · EIN 26-1370698 | Actuarial | $77,667 |
LAPADULA CARLSON & CO5 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $41,500 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -8.05% | -7.95%-0.1pp | -5.84%-2.2pp | 23.41%-31.5pp |
| Employer contribution / active EE | $6,325 | $13,972-54.7% | $31,839-80.1% | $12,650-50.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |