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 | $62,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,061 | $53,345+50.1% | $121,098-33.9% | $74,419+7.6% |
| Participation rate | 56.9% | 60.0%-3.1pp | 69.5%-12.6pp | 70.7%-13.8pp |
| Annual return | 17.05% | 35.15%-18.1pp | 985.75%-968.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,882 | $1,898-0.9% | $4,164-54.8% | $2,637-28.7% |
| Participant deferral / active EE | $2,837 | $3,221-11.9% | $4,080-30.5% | $4,528-37.4% |
| Admin fee / account holder | $98 | $382-74.5% | $5,644-98.3% | $348-72.0% |