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 | $10,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,696 | $61,156-58.0% | $185,823-86.2% | $79,386-67.6% |
| Participation rate | 97.6% | 66.6%+31.0pp | 81.7%+15.9pp | 70.7%+26.9pp |
| Annual return | 12.07% | 19.45%-7.4pp | 122.05%-110.0pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,370 | $2,321-40.9% | $5,167-73.5% | $2,427-43.5% |
| Participant deferral / active EE | $2,574 | $2,789-7.7% | $5,568-53.8% | $4,046-36.4% |
| Admin fee / account holder | $22 | $710-96.9% | $16,237-99.9% | $626-96.5% |