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 |
|---|---|---|
MILLSTONE ADVISORY PARTNERS2 years Service code 26 103 BRADFORD VILLAGE COURT · SOUTHERN PINES, NC 28387 | Advisory (Participants) | $56,916 |
Filed as: FIRST CITIZENS BANK & TRUST Service code 26 4300 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Participants) | $34,993 |
STEPHEN HORN INSURANCE SERVICES4+ years Filed as: STEPHEN L. THOMAS Service code 26 5955 CARNEGIE BLVD · CHARLOTTE, NC 28209 | Advisory (Participants) | $28,148 |
GEORGE JOHNSON & COMPANY4+ years Filed as: GEORGE OSCHMANN Service code 26 7011 FAYETTEVILLE ROAD · DURHAM, NC 277139945 | Advisory (Participants) | $23,599 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $18,156 |
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 | $118,816 | $37,196+219.4% | $154,107-22.9% | $55,725+113.2% |
| Participation rate | 95.9% | 64.1%+31.8pp | 83.0%+12.9pp | 70.9%+25.0pp |
| Annual return | -5.47% | 1319.68%-1325.2pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $6,651 | $1,614+312.0% | $5,298+25.5% | $2,078+220.0% |
| Participant deferral / active EE | $4,251 | $2,068+105.5% | $5,081-16.3% | $3,356+26.7% |
| Admin fee / account holder | $245 | $102+140.9% | $13,411-98.2% | $115+112.5% |