See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 58-2126333 P O BOX 1116 · WILMINGTON, NC 284021116 | Recordkeeping | $245,796 |
FINDLEY4+ years Filed as: FINDLEY DAVIES, INC Service code 11 · EIN 34-1213174 800 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Actuarial | $104,368 |
Filed as: PIEDMONT INVESTMENT ADVISORS, LLC Service code 28 · EIN 83-0697926 2605 MERIDIAN PKWY 105 · DURHAM, NC 27713 | Investment Management | $62,639 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 28 P O BOX 23641 · ST PETERSBURG, FL 33742 | Investment Management | $52,835 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 1525 W WT HARRIS BLVD · CHAROLTTE, NC 28262 | Recordkeeping | $37,273 |
TJS DEEMER DANA LLP4+ years Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DR · SAVANNAH, GA 31405 | Accounting | $25,300 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 46-1057753 18W140 BUTTERFIELD ROAD · OAKBROOK TERRACE, IL 60181 | Investment Management | $18,967 |
Service code 29 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Legal | $18,358 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 1.89% | 18.13%-16.2pp | 14.64%-12.8pp | 16.32%-14.4pp |
| Employer contribution / active EE | $11,548 | $23,138-50.1% | $41,831-72.4% | $17,007-32.1% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |