Filed September 28, 2006 (most recent of 3 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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $108,821 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $12,703 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $7,496 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,582 |
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 | $52,518 | $44,989+16.7% | $170,442-69.2% | $77,958-32.6% |
| Participation rate | 78.7% | 64.6%+14.1pp | 83.6%-4.9pp | 71.6%+7.0pp |
| Annual return | 17.04% | 19.61%-2.6pp | 205.93%-188.9pp | 20.87%-3.8pp |
| Employer contribution / active EE | $1,904 | $1,466+29.9% | $5,433-65.0% | $2,310-17.6% |
| Participant deferral / active EE | $2,618 | $2,208+18.6% | $4,939-47.0% | $3,537-26.0% |
| Admin fee / account holder | $14 | $69-80.1% | $13,880-99.9% | $97-85.9% |