Filed March 18, 2011
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 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $171,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,451 |
Service code 50 11225 NORTH COMMUNITY HOUSE ROAD CH · CHARLOTTE, NC 28277 | Direct Payment | $4,142 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $69,579 | $45,382+53.3% | $154,107-54.9% | $75,289-7.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.70% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,781 | $1,533+16.2% | $5,298-66.4% | $2,405-25.9% |
| Participant deferral / active EE | $7,216 | $2,384+202.7% | $5,081+42.0% | $3,739+93.0% |
| Admin fee / account holder | $36 | $89-59.3% | $13,411-99.7% | $102-64.4% |