Filed November 25, 2003 (most recent of 6 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 |
|---|---|---|
NAVITER WEALTH LLC1 year Service code 28 1 INFORMATION WAY · LITTLE ROCK, AR 72202 | Investment Management | $161,016 |
STEPHENS INC2 years Filed as: STEPHENS INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $118,426 |
MILLIMAN, INC.4 years Service code 11 · EIN 91-0645641 | Actuarial | $111,292 |
WHITNEY NATIONAL BANK7+ years Service code 21 · EIN 64-0169065 | Bank Trustee | $65,682 |
CLEARVIEW GROUP3 years Filed as: CLEARVIEW Service code 27 1438 W. PEACHTREE STREET · ATLANTA, GA 30309 | Advisory (Plan) | $35,535 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISOR LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,261 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $433,704-100.0% | $490,804-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 7.1%-7.1pp | 37.6%-37.6pp |
| Annual return | 7.74% | 11.35%-3.6pp | 14.84%-7.1pp | 9.30%-1.6pp |
| Employer contribution / active EE | $0 | $43,544-100.0% | $37,950-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $34-100.0% | $127-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1-100.0% | $1-100.0% | $12,596-100.0% |