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 |
|---|---|---|
Service code 27 4064 COLONY RD STE 370 · CHARLOTTE, NC 282113639 | Advisory (Plan) | $61,670 |
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $53,800 |
RELIANCE TRUST COMPANY9+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $10,185 |
Service code 21 30 SOUTH GEORGE ST · YORK, PA 17401 | Bank Trustee | $7,303 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 325 JOHN H. MCCONNELL BOULEVARD · COLUMBUS, OH 43215 | Investment Management | $0 |
Service code 28 25 E. ERIE STREET · CHICAGO, IL 60611 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
GQG PARTNERS LLC1 year Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 641219009 | Investment Management | $0 |
Filed as: INFINITY Q Service code 28 P.O. BOX 701 · MILWAUKEE, WI 53201 | 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 13.88% | 9.45%+4.4pp | 5.17%+8.7pp | 7.65%+6.2pp |
| Employer contribution / active EE | $5,219 | $14,895-65.0% | $26,422-80.2% | $20,599-74.7% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |