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 COMPANY2+ years Service code 20 · EIN 36-1561860 | Trustee (individual) | $86,815 |
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 56-2383381 2406 MT VERNON ROAD, SUITE 100 · DUNWOODY, GA 30338 | Actuarial | $56,440 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 10 · EIN 58-1970288 | Accounting | $44,592 |
AMERICAN FUNDS2+ years Filed as: ADVANCED FINANCIAL STRATEGISTS, INC Service code 27 · EIN 58-1970288 | Advisory (Plan) | $27,607 |
CARR, RIGGS & INGRAM, LLC2+ years Filed as: CARR, RIGGS, & INGRAM, LLC Service code 10 · EIN 72-1396621 4360 CHAMBLEE DUNWOODY RD STE 420 · ATLANTA, GA 30341 | Accounting | $12,000 |
ALSTON & BIRD LLP2+ years Filed as: ALSTON & BIRD Service code 29 · EIN 58-1707262 | Legal | $5,492 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.61% | 17.94%-11.3pp | 5.44%+1.2pp | 7.18%-0.6pp |
| Employer contribution / active EE | $82,061 | $12,263+569.2% | $25,481+222.1% | $13,095+526.7% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |