Filed March 3, 1997
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 | $117,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,926 | $47,898+52.3% | $117,472-37.9% | $64,808+12.5% |
| Participation rate | 53.8% | 61.9%-8.1pp | 70.6%-16.8pp | 71.5%-17.7pp |
| Annual return | -15.54% | -15.54%0pp | 29.74%-45.3pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,627 | $1,774-8.3% | $4,176-61.0% | $2,506-35.1% |
| Participant deferral / active EE | $2,371 | $3,151-24.7% | $4,070-41.7% | $4,310-45.0% |
| Admin fee / account holder | $199 | $132+50.8% | $5,645-96.5% | $188+5.8% |