Filed October 21, 2011 (most recent of 5 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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $477,760 |
SMITH & HOWARD, PC1 year Filed as: SMITH GAMBRELL RUSSEL Service code 16 · EIN 58-0967450 | Consulting | $45,567 |
Service code 16 · EIN 46-3868027 | Consulting | $40,209 |
WARREN AVERETT, LLC6 years Service code 16 · EIN 45-4084437 | Consulting | $15,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,726 | $136,310-47.4% | $98,439-27.1% | $103,482-30.7% |
| Participation rate | 94.8% | 89.2%+5.5pp | 75.2%+19.6pp | 73.3%+21.5pp |
| Annual return | 18.73% | 19.67%-0.9pp | 21.16%-2.4pp | 33.11%-14.4pp |
| Employer contribution / active EE | $3,726 | $4,714-21.0% | $3,048+22.2% | $3,208+16.2% |
| Participant deferral / active EE | $5,169 | $7,358-29.7% | $4,738+9.1% | $5,207-0.7% |
| Admin fee / account holder | $78 | $76+2.0% | $8,948-99.1% | $114-32.0% |