Filed July 10, 2008
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 |
|---|---|---|
Filed as: STANLEY BENEFITS Service code 14 PO BOX 8249 · GREENSBORO, NC 27419 | Plan Administrator | $55,830 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLIN STREET PARTNERS Service code 27 1450 RALEIGH ROAD, SUITE 300 · CHAPEL HILL, NC 27517 | Advisory (Plan) | $22,500 |
MATRIX TRUST COMPANY1 year Service code 25 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Directed Trustee | $5,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,144 | $82,093-46.2% | $379,746-88.4% | $73,409-39.9% |
| Participation rate | 46.4% | 76.8%-30.4pp | 78.4%-32.1pp | 72.2%-25.8pp |
| Annual return | 13.86% | 18.89%-5.0pp | 34.90%-21.0pp | 59.29%-45.4pp |
| Employer contribution / active EE | $435 | $2,847-84.7% | $3,540-87.7% | $2,234-80.5% |
| Participant deferral / active EE | $1,117 | $4,697-76.2% | $6,024-81.5% | $3,805-70.6% |
| Admin fee / account holder | $141 | $128+10.7% | $7,927-98.2% | $158-10.5% |