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 GRAHAM6 years Filed as: SMITH GRAHAM & CO. INVESTMENT Service code 28 · EIN 76-0301817 | Investment Management | $196,952 |
Filed as: SOUTHERN BENEFIT ADMINISTRATOR Service code 13 · EIN 62-1116095 | Contract Administrator | $164,500 |
VENABLE LLP9+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 | Legal | $158,810 |
Filed as: INVESTMENT PERFORMANCE SERVICE Service code 28 642 NEWTON YARDLEY RD · NEWTON, PA 18940 | Investment Management | $129,000 |
Service code 20 · EIN 82-1935563 | Trustee (individual); Direct payment ... | $80,097 |
Service code 11 · EIN 26-1370698 | Actuarial | $78,713 |
LAPADULA CARLSON & CO6 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $44,699 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 5.98% | 7.95%-2.0pp | 20.18%-14.2pp | 9.11%-3.1pp |
| Employer contribution / active EE | $6,688 | $14,684-54.5% | $29,108-77.0% | $12,231-45.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |