Filed October 21, 1992
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 |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $99,438 |
Filed as: CAP FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,037 |
MATRIX TRUST COMPANY10+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,942 | $2,679,533-95.6% | $164,813-27.8% | $199,593-40.4% |
| Participation rate | 86.2% | 78.3%+7.9pp | 78.6%+7.6pp | 72.0%+14.3pp |
| Annual return | 14.08% | 17.93%-3.8pp | 69.93%-55.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $2,402 | $2,970-19.1% | $4,341-44.7% | $3,034-20.8% |
| Participant deferral / active EE | $7,723 | $5,010+54.2% | $6,031+28.0% | $5,087+51.8% |
| Admin fee / account holder | $61 | $1,982-96.9% | $12,690-99.5% | $269-77.4% |