Filed April 30, 1993
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 |
|---|---|---|
Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 7900 TYSONS ONE PL · TYSONS, VA 22102 | Investment Management | $80,815 |
Filed as: MELLON INVESTMENT CORPORATION Service code 28 815 CONNECTICUT AVE NW · WASHINGTON, DC 20006 | Investment Management | $56,047 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 1120 20TH STREET NW · WASHINGTON, DC 20036 | Actuarial | $23,805 |
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST Service code 21 · EIN 58-1575035 | Bank Trustee | $23,148 |
Filed as: CAPTRUST Service code 26 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Participants) | $17,500 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $3,985 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 13.22% | 22.40%-9.2pp | 29.77%-16.5pp | 21.83%-8.6pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |