Filed July 12, 2000 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 12-2834414 3475 PIEDMONT ROAD · ATLANTA, GA 30305 | Actuarial | $185,296 |
LCG ASSOCIATES, INC.1+ years Filed as: LCG Service code 20 · EIN 75-1680350 400 GALLERIA PARKWAY · ATLANTA, GA 30339 | Trustee (individual) | $70,000 |
Filed as: FIFTH THIRD BANK Service code 26 · EIN 31-1051736 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Advisory (Participants) | $65,345 |
BLANKENSHIP CPA GROUP, PLLC1+ years Filed as: BLANKENSHIP CPA GROUP PLLC Service code 10 · EIN 62-1540709 109 WEST PARK CIRCLE · BRENTWOOD, TN 37027 | Accounting | $8,960 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $192,069-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 13.2%-13.2pp | 0.8%-0.8pp |
| Annual return | -1.54% | -0.60%-0.9pp | -0.79%-0.8pp | -0.60%-0.9pp |
| Employer contribution / active EE | $0 | $12,272-100.0% | $28,419-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $37-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $6,324-100.0% | $717-100.0% |