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 | $8,102 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,381 | $52,953-46.4% | $172,739-83.6% | $65,185-56.5% |
| Participation rate | 82.4% | 66.2%+16.2pp | 82.6%-0.3pp | 70.2%+12.2pp |
| Annual return | 13.99% | 30.12%-16.1pp | 802.84%-788.9pp | 29.38%-15.4pp |
| Employer contribution / active EE | $1,955 | $2,190-10.7% | $5,143-62.0% | $2,177-10.2% |
| Participant deferral / active EE | $2,617 | $2,471+5.9% | $5,198-49.7% | $3,514-25.5% |
| Admin fee / account holder | $28 | $472-94.1% | $13,954-99.8% | $847-96.7% |