Filed March 7, 1995 (most recent of 2 filings on file)
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: FIRST CITIZENS BANK & TRUST Service code 26 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Participants) | $35,002 |
E CRAIG YOUNG2+ years Filed as: CRAIG STOKES Service code 26 10564 H US HWY 15/501 · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $20,758 |
GEORGE JOHNSON & COMPANY2+ years Filed as: GEORGE OSCHMANN Service code 26 7011 FAYETTEVILLE ROAD · DURHAM, NC 277139945 | Advisory (Participants) | $20,343 |
STEPHEN HORN INSURANCE SERVICES2+ years Filed as: STEPHEN L. THOMAS Service code 26 5955 CARNEGIE BLVD · CHARLOTTE, NC 28209 | Advisory (Participants) | $15,086 |
MILLSTON ADVISORY PARTNERS1 year Service code 26 103 BRADFORD VILLAGE COURT · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $13,156 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $10,095 |
HS DREHER CAPITAL MGMT2+ years Filed as: HS DREHER CAPITAL MANAGEMENT Service code 26 275 SE BROAD ST · SOUTHERN PINES, NC 283876106 | Advisory (Participants) | $7,653 |
QRPS, INC.1 year Filed as: QRPS, INC Service code 26 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Advisory (Participants) | $5,300 |
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 | $129,548 | $36,916+250.9% | $156,549-17.2% | $57,658+124.7% |
| Participation rate | 79.5% | 63.4%+16.1pp | 84.0%-4.5pp | 70.2%+9.3pp |
| Annual return | 8.20% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $4,010 | $1,571+155.3% | $5,501-27.1% | $1,974+103.2% |
| Participant deferral / active EE | $3,584 | $1,926+86.1% | $4,871-26.4% | $3,061+17.1% |
| Admin fee / account holder | $281 | $82+240.2% | $13,027-97.8% | $95+196.8% |