Filed June 21, 1
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 |
|---|---|---|
BILTMORE FAMILY OFFICE LLC6+ years Service code 27 4064 COLONY RD STE 370 · CHARLOTTE, NC 282113639 | Advisory (Plan) | $56,385 |
CONRAD SIEGEL5 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $54,950 |
RELIANCE TRUST COMPANY6+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $7,201 |
ALTEGRIS1 year Service code 28 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Investment Management | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
Filed as: BAILLIE GIFFORD FUNDS Service code 28 · EIN 37-1753581 | Investment Management | $0 |
Filed as: BARINGS FUNDS Service code 28 300 SOUTH TRYON STREET SUITE 2500 · CHARLOTTE, NC 28202 | Investment Management | $0 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN CAPITAL MANAGEMENT Service code 28 1201 NORTH CALVERT STREET · BALITMORE, MD 21202 | Investment Management | $0 |
DOUBLELINE CAPITAL LP4 years Service code 28 333 S. GRAND AVE SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
ECOFIN1 year Service code 28 615 EAST MICHIGAN STREET · MILWAUKEE, WI 53202 | Investment Management | $0 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 8.13% | 8.91%-0.8pp | 7.32%+0.8pp | 11.84%-3.7pp |
| Employer contribution / active EE | $8,457 | $8,713-2.9% | $23,426-63.9% | $17,339-51.2% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |