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 LLC8+ years Service code 27 4064 COLONY RD STE 370 · CHARLOTTE, NC 282113639 | Advisory (Plan) | $54,506 |
CONRAD SIEGEL7 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $37,250 |
RELIANCE TRUST COMPANY8+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $4,017 |
ALTEGRIS3 years Service code 28 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Investment Management | $0 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BAILLIE GIFFORD OVERSEAS LTD3 years Filed as: BAILLIE GIFFORD FUNDS Service code 28 · EIN 37-1753581 | Investment Management | $0 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 1201 NORTH CALVERT STREET · BALITMORE, MD 21202 | Investment Management | $0 |
Filed as: GOEHRING & ROZENCWAJG FUNDS Service code 28 110 WALL STREET · NEW YORK, NY 100055991 | Investment Management | $0 |
INFITIY Q3 years Service code 28 3435 STELZER ROAD · COLUMBUS, OH 43219 | Investment Management | $0 |
NUANCE INVESTMENTS3 years Service code 28 4900 MAIN STREET SUITE 220 · KANSAS CITY, MO 64112 | 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.
Annual investment return 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 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 3.03% | 9.67%-6.6pp | 7.70%-4.7pp | 22.81%-19.8pp |
| Employer contribution / active EE | $7,667 | $11,016-30.4% | $28,478-73.1% | $18,290-58.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |