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 | Direct payment from the plan; Claims ... | $235,023 |
Filed as: VALIC Service code 50 · EIN 74-1625348 | Direct Payment | $30,868 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $5,450 |
Service code 50 11225 NORTH COMMUNITY HOUSE ROAD CH · CHARLOTTE, NC 28277 | Direct Payment | $4,151 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $87,689 | $56,095+56.3% | $178,490-50.9% | $90,288-2.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 15.86% | 28.81%-13.0pp | 151.07%-135.2pp | 53.97%-38.1pp |
| Employer contribution / active EE | $2,215 | $1,572+40.9% | $5,011-55.8% | $2,524-12.2% |
| Participant deferral / active EE | $7,845 | $2,669+194.0% | $5,202+50.8% | $4,232+85.4% |
| Admin fee / account holder | $32 | $101-68.2% | $13,984-99.8% | $114-71.9% |