Filed August 26, 1996
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 |
|---|---|---|
Filed as: RIC MUNDORF/CAPTRUST Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $57,123 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $33,065 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Investment management fees paid direc... | $9,521 |
WEBSTER ROGERS1 year Filed as: WEBSTER ROGERS LLP Service code 10 · EIN 57-0776381 | Accounting | $7,050 |
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 | $77,916 | $74,024+5.3% | $77,999-0.1% | $57,658+35.1% |
| Participation rate | 89.9% | 79.7%+10.2pp | 75.5%+14.4pp | 70.2%+19.7pp |
| Annual return | 7.99% | 12.14%-4.2pp | 425.96%-418.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,751 | $2,365+16.3% | $2,470+11.4% | $1,974+39.4% |
| Participant deferral / active EE | $3,320 | $3,533-6.0% | $3,497-5.1% | $3,061+8.5% |
| Admin fee / account holder | $339 | $93+263.6% | $5,480-93.8% | $95+258.5% |