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: LGIM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $173,703 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 1120 20TH STREET NW · WASHINGTON, DC 20036 | Actuarial | $169,394 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 72 | Other investment fees and expenses | $151,100 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENT CORPORATION Service code 28 815 CONNECTICUT AVE NW · WASHINGTON, DC 20006 | Investment Management | $98,187 |
SUNTRUST BANKS, INC.2 years Filed as: SUNTRUST Service code 21 · EIN 58-1575035 | Bank Trustee | $94,541 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Participants) | $70,000 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $28,784 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $16,000 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 10.91% | 24.77%-13.9pp | -2.84%+13.7pp | 12.86%-2.0pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |