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 |
|---|---|---|
MERCER2+ years Service code 28 P.O. BOX 905234 · CHARLOTTE, NC 28290 | Investment Management | $131,785 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND ASSOCIATES Service code 16 · EIN 63-0955503 P.O. BOX 55469 · BIRMINGHAM, AL 55469 | Consulting | $48,878 |
UBS FINANCIAL SERVICES INC2+ years Filed as: TRUMBULL PROPERTY Service code 28 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Investment Management | $35,811 |
ANN MARIE MCCULLOUGH2+ years Filed as: ANN L LEWIS Service code 99 427 NORTH LAKE RD · BIRMINGHAM, AL 35242 | Other Fees | $22,500 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 14 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $22,108 |
WELLINGTON TRUST COMPANY2+ years Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $12,540 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERRETT, LLC Service code 10 · EIN 45-4084437 | Accounting | $11,000 |
BURR FORMAN LLP2+ years Service code 99 P.O. BOX 830719 · BIRMINGHAM, AL 35283 | Other Fees | $5,080 |
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 5.33% | 5.09%+0.2pp | 5.00%+0.3pp | 7.18%-1.9pp |
| Employer contribution / active EE | $0 | $7,393-100.0% | $35,918-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |