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 | $55,868 |
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 | $99,251 | $58,778+68.9% | $129,207-23.2% | $77,643+27.8% |
| Participation rate | 56.5% | 59.2%-2.8pp | 69.6%-13.1pp | 70.6%-14.1pp |
| Annual return | 12.61% | 24.73%-12.1pp | 9417.33%-9404.7pp | 31.24%-18.6pp |
| Employer contribution / active EE | $2,216 | $1,952+13.5% | $4,153-46.6% | $2,726-18.7% |
| Participant deferral / active EE | $3,106 | $3,212-3.3% | $4,168-25.5% | $4,647-33.2% |
| Admin fee / account holder | $101 | $589-82.9% | $7,715-98.7% | $430-76.6% |