Filed January 31, 2005 (most recent of 3 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 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 |
|---|---|---|
MERCER1+ years Service code 28 P.O. BOX 905234 · CHARLOTTE, NC 28290 | Investment Management | $127,624 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND ASSOCIATES Service code 16 · EIN 63-0955503 P.O. BOX 55469 · BIRMINGHAM, AL 55469 | Consulting | $38,226 |
ANN MARIE MCCULLOUGH1+ years Filed as: ANN L LEWIS Service code 99 427 NORTH LAKE RD · BIRMINGHAM, AL 35242 | Other Fees | $30,000 |
UBS FINANCIAL SERVICES INC1+ years Filed as: TRUMBULL PROPERTY Service code 28 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Investment Management | $22,997 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 28 800 SHADES CREEK PARKWAY SUITE 800 · BIRMINGHAM, AL 35209 | Investment Management | $22,302 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 14 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $21,766 |
WELLINGTON TRUST COMPANY1+ years Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $15,173 |
BURR FORMAN LLP1+ years Service code 99 P.O. BOX 830719 · BIRMINGHAM, AL 35283 | Other Fees | $10,973 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN Service code 10 500 RIDGEFIELD COURT · ASHEVILLE, NC 28806 | Accounting | $6,250 |
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.
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% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.71% | -0.96%-0.7pp | -2.00%+0.3pp | -0.60%-1.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $34,470-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |