Filed March 17, 1997
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 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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,477 |
CONRAD SIEGEL8 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $10,850 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 6 FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $6,887 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 28 51 MADISON AVENUE · NEW YORK, NY 10036 | Investment Management | $0 |
PIMCO FUNDS7 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $0 |
SUNTRUST BANKS, INC.8 years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 5TH FLOOR P.O. BOX 9762 · PROVIDENCE, RI 029409762 | Investment Management | $0 |
T ROWE PRICE RPS INC8 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 4.37% | 3.51%+0.9pp | 5.17%-0.8pp | 13.05%-8.7pp |
| Employer contribution / active EE | $0 | $33,893-100.0% | $26,422-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |