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 | $7,946 |
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 | $28,418 | $58,879-51.7% | $178,490-84.1% | $73,488-61.3% |
| Participation rate | 90.4% | 66.2%+24.2pp | 81.9%+8.5pp | 70.7%+19.7pp |
| Annual return | 11.37% | 24.86%-13.5pp | 151.07%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,365 | $2,236-38.9% | $5,011-72.8% | $2,270-39.9% |
| Participant deferral / active EE | $2,694 | $2,567+4.9% | $5,202-48.2% | $3,740-28.0% |
| Admin fee / account holder | $24 | $400-93.9% | $13,984-99.8% | $513-95.2% |