Filed February 11, 2011
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 |
|---|---|---|
GUARDIAN WEALTH PARTNERS LLP2 years Filed as: GUARDIAN WEALTH PARTNERS Service code 27 4270 THE CIRCLE AT NORTH HILLS ST · RALEIGH, NC 27609 | Advisory (Plan) | $15,000 |
GORDON ASSET MANAGEMENT3 years Service code 27 · EIN 42-1582751 1007 SLATER ROAD SUITE 200 · DURHAM, NC 27215 | Advisory (Plan) | $5,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 10.47% | 10.61%-0.1pp | 10.57%-0.1pp | 9.29%+1.2pp |
| Employer contribution / active EE | $21,220 | $9,838+115.7% | $18,335+15.7% | $15,168+39.9% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |