Filed October 24, 1994
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 9-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 |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 11 | Actuarial | $122,139 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 | Consulting | $75,000 |
WASATCH ADVISORS9+ years Service code 21 | Bank Trustee | $52,371 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 21 | Bank Trustee | $32,486 |
Filed as: BANKS,FINLEY,WHITE&CO. Service code 10 | Accounting | $27,803 |
EVANS PETREE4 years Service code 29 | Legal | $18,151 |
BOYLE CAPITAL MANAGEMENT1 year Filed as: BOYLE INS. AGENCY Service code 22 | Insurance Broker | $11,892 |
NEW SOUTH1 year Filed as: NEW SOUTH CAP MGMT Service code 28 | Investment Management | $11,074 |
XPONANCE, INC.1 year Filed as: XPONANCE (PIEDMONT) Service code 10 | Accounting | $9,945 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $28,425,075 | $28,425,0750% | $7,193,366+295.2% | $9,556,684+197.4% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 16.72% | 11.98%+4.7pp | 78.53%-61.8pp | 22.81%-6.1pp |
| Employer contribution / active EE | $3,557 | $19,973-82.2% | $31,628-88.8% | $18,290-80.6% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $226,166 | $226,1660% | $75,389+200.0% | $85,222+165.4% |