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 |
|---|---|---|
MERCER3+ years Service code 28 P.O. BOX 905234 · CHARLOTTE, NC 28290 | Investment Management | $152,563 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND ASSOCIATES Service code 16 · EIN 63-0955503 P.O. BOX 55469 · BIRMINGHAM, AL 55469 | Consulting | $44,494 |
ANN MARIE MCCULLOUGH3+ years Filed as: ANN L LEWIS Service code 99 427 NORTH LAKE RD · BIRMINGHAM, AL 35242 | Other Fees | $30,000 |
UBS FINANCIAL SERVICES INC3+ years Filed as: TRUMBULL PROPERTY Service code 28 1285 AVENUE OF AMERICAS · NEW YORK, NY 10019 | Investment Management | $24,581 |
WTC CTF DIH1 year Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $22,380 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERRETT, LLC Service code 10 · EIN 45-4084437 | Accounting | $12,400 |
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.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 10.62% | 12.40%-1.8pp | 10.16%+0.5pp | 23.90%-13.3pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |