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. $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 |
|---|---|---|
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. $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.
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% |