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 |
|---|---|---|
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $59,025 |
BILTMORE FAMILY OFFICE LLC7+ years Service code 27 4064 COLONY RD STE 370 · CHARLOTTE, NC 282113639 | Advisory (Plan) | $58,165 |
RELIANCE TRUST COMPANY7+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $10,255 |
ALTEGRIS2 years Service code 28 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Investment Management | $0 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD FUNDS Service code 28 · EIN 37-1753581 | Investment Management | $0 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 1201 NORTH CALVERT STREET · BALITMORE, MD 21202 | Investment Management | $0 |
DWS FUNDS1 year Filed as: DWS INVESTMENT AMERICAS INC Service code 28 · EIN 13-3241232 | Investment Management | $0 |
DWS FUNDS1 year Filed as: DWS INVESTMENT MANAGEMENT AMERICAS Service code 28 | Investment Management | $0 |
ECOFIN2 years 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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -13.38% | -15.55%+2.2pp | -5.16%-8.2pp | 39.77%-53.1pp |
| Employer contribution / active EE | $6,683 | $14,317-53.3% | $31,020-78.5% | $19,959-66.5% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |