Filed March 19, 2003
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 37 · EIN 04-2647786 | Loan Processing | $894,585 |
BARTLETT, PRINGLE & WOLF, LLP1+ years Filed as: BARTLETT O'NEILL Service code 10 5901 PEACHTREE, DUNWOODY RD · ATLANTA, GA 30328 | Accounting | $466,100 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP TRUST Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $150,000 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLC Service code 10 ONE MID AMERICA PLAZA · OAKBROOK, IL 60181 | Accounting | $128,579 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 16 255 STATE STREET · BOSTON, MA 02109 | Consulting | $115,000 |
THOMPSON HINE1+ years Service code 29 TWO ALLIENCE CENTER · ATLANTA, GA 30326 | Legal | $75,321 |
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 | $57,650 | $329,111-82.5% | $105,722-45.5% | $329,111-82.5% |
| Participation rate | 95.1% | 67.9%+27.2pp | 78.9%+16.2pp | 67.9%+27.2pp |
| Annual return | 8.35% | 16.35%-8.0pp | 12.25%-3.9pp | 16.35%-8.0pp |
| Employer contribution / active EE | $4,121 | $2,303+78.9% | $4,079+1.0% | $2,303+78.9% |
| Participant deferral / active EE | $3,443 | $3,682-6.5% | $5,326-35.4% | $3,682-6.5% |
| Admin fee / account holder | $50 | $754-93.4% | $8,308-99.4% | $754-93.4% |