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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 1120 20TH STREET NW · WASHINGTON, DC 20036 | Actuarial | $218,111 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $143,315 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $104,262 |
SUNTRUST BANKS, INC.3 years Filed as: SUNTRUST Service code 21 · EIN 58-1575035 | Bank Trustee | $88,180 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 26 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Participants) | $72,500 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENT CORPORATION Service code 28 815 CONNECTICUT AVE NW · WASHINGTON, DC 20006 | Investment Management | $20,269 |
CHERRY BEKAERT LLP3 years Service code 10 · EIN 56-0574444 | Accounting | $18,990 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 72 | Other investment fees and expenses | $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 5.43% | 9.47%-4.0pp | 7.32%-1.9pp | 15.63%-10.2pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |