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 |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: STERLING TRUST MATTHEW NITSCHTE Service code 26 PO BOX 2526 · WACO, TX 76702 | Advisory (Participants) | $54,792 |
Service code 26 103 BRADFORD VILLAGE COURT · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $50,464 |
Filed as: FIRST CITIZENS BANK & TRUST Service code 26 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $34,997 |
STEPHEN HORN INSURANCE SERVICES3+ years Filed as: STEPHEN L. THOMAS Service code 26 5955 CARNEGIE BLVD · CHARLOTTE, NC 28209 | Advisory (Participants) | $23,453 |
GEORGE JOHNSON & COMPANY3+ years Filed as: GEORGE OSCHMANN Service code 26 7011 FAYETTEVILLE ROAD · DURHAM, NC 277139945 | Advisory (Participants) | $22,641 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $11,250 |
QRPS, INC.2 years Filed as: QRPS, INC Service code 26 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Advisory (Participants) | $8,725 |
HS DREHER CAPITAL MGMT3+ years Filed as: HS DREHER CAPITAL MANAGEMENT Service code 26 275 SE BROAD ST · SOUTHERN PINES, NC 283876106 | Advisory (Participants) | $8,053 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,146 | $46,173+168.9% | $170,442-27.2% | $69,631+78.3% |
| Participation rate | 96.3% | 63.9%+32.4pp | 83.6%+12.7pp | 70.7%+25.6pp |
| Annual return | 15.25% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $6,575 | $1,610+308.5% | $5,433+21.0% | $2,032+223.6% |
| Participant deferral / active EE | $3,975 | $2,080+91.1% | $4,939-19.5% | $3,224+23.3% |
| Admin fee / account holder | $322 | $116+177.3% | $13,880-97.7% | $110+191.2% |