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 | Recordkeeping fees; Sales loads (fron... | $223,175 |
Filed as: VALIC Service code 50 · EIN 74-1625348 | Direct Payment | $32,639 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $5,098 |
Service code 50 11225 NORTH COMMUNITY HOUSE ROAD CH · CHARLOTTE, NC 28277 | Direct Payment | $4,776 |
NATIONAL FINANCIAL SERVICES8+ 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 | $84,451 | $45,000+87.7% | $143,757-41.3% | $77,904+8.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.62% | 29.03%-44.7pp | -0.04%-15.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $2,427 | $1,870+29.8% | $4,951-51.0% | $2,848-14.8% |
| Participant deferral / active EE | $8,587 | $3,157+172.1% | $5,637+52.3% | $4,806+78.7% |
| Admin fee / account holder | $107 | $98+8.7% | $14,673-99.3% | $133-19.3% |