Filed August 8, 2007
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 | $8,760 |
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 | $25,611 | $47,977-46.6% | $154,107-83.4% | $56,287-54.5% |
| Participation rate | 71.9% | 66.2%+5.8pp | 83.0%-11.1pp | 69.9%+2.1pp |
| Annual return | -3.68% | 3.54%-7.2pp | 735.12%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,697 | $2,169-21.7% | $5,298-68.0% | $2,111-19.6% |
| Participant deferral / active EE | $2,504 | $2,392+4.7% | $5,081-50.7% | $3,350-25.3% |
| Admin fee / account holder | $32 | $438-92.8% | $13,411-99.8% | $521-94.0% |