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 5-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 SAVITZ ORGANIZATION2+ years Service code 11 · EIN 56-2383381 2406 MOUNT VERNON ROAD SUITE 100 · DUNWOODY, GA 30338 | Actuarial | $29,060 |
CARR, RIGGS & INGRAM, LLC2+ years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 4360 CHAMBLEE DUNWOODY RD SUITE 420 · ATLANTA, GA 30341 | Accounting | $12,000 |
THE NORTHERN COMPANY2+ years Service code 26 · EIN 36-1561860 | Advisory (Participants) | $6,206 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 10 · EIN 58-1707262 | Accounting | $2,703 |
AMERICAN FUNDS2+ years Filed as: ADVANCED FINANCIAL STRATEGISTS, INC Service code 27 · EIN 58-1970288 | Advisory (Plan) | $2,406 |
ALSTON & BIRD LLP2+ years Filed as: ALSTON & BIRD Service code 11 · EIN 58-0137615 | Actuarial | $387 |
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.
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 | $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 | 6.70% | 17.94%-11.2pp | 5.44%+1.3pp | 7.18%-0.5pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| 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% |