Filed June 12, 2008
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 52 · EIN 04-1590850 | Indirect Investment Fees | $36,493 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,665 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 93-0577450 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3073289 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 74-6035056 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,801 | $46,173+5.7% | $170,442-71.4% | $69,631-29.9% |
| Participation rate | 91.5% | 63.9%+27.6pp | 83.6%+7.9pp | 70.7%+20.8pp |
| Annual return | 17.80% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $923 | $1,610-42.7% | $5,433-83.0% | $2,032-54.6% |
| Participant deferral / active EE | $3,575 | $2,080+71.9% | $4,939-27.6% | $3,224+10.9% |
| Admin fee / account holder | $51 | $116-56.4% | $13,880-99.6% | $110-54.3% |