Filed April 14, 2007
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 |
|---|---|---|
THE NORTHERN COMPANY1+ years Service code 20 · EIN 36-1561860 | Trustee (individual) | $61,021 |
INVESCO1+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 10 · EIN 58-1970288 | Accounting | $46,421 |
AMERICAN FUNDS1+ years Filed as: ADVANCED FINANCIAL STRATEGISTS, INC Service code 27 · EIN 58-1970288 | Advisory (Plan) | $28,800 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 56-2383381 2406 MT VERNON ROAD, SUITE 100 · DUNWOODY, GA 30338 | Actuarial | $22,615 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR, RIGGS, & INGRAM, LLC Service code 10 · EIN 72-1396621 4360 CHAMBLEE DUNWOODY RD STE 420 · ATLANTA, GA 30341 | Accounting | $17,030 |
ALSTON & BIRD LLP1+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-1707262 | Legal | $3,406 |
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -0.30% | -1.56%+1.3pp | -3.43%+3.1pp | 2.81%-3.1pp |
| Employer contribution / active EE | $0 | $14,048-100.0% | $25,607-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |