Filed January 22, 2003
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 8-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 | $175,275 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $59,208 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 2 RECTOR ST 23RD FLOOR · NEW YORK, NY 10006 | Consulting | $18,025 |
O'CONNOR DAVIES, LLP2+ years Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $17,600 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $7,737 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $4,010 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,789 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,179 | $71,802-31.5% | $133,980-63.3% | $57,658-14.7% |
| Participation rate | 77.0% | 85.5%-8.5pp | 87.1%-10.1pp | 70.2%+6.8pp |
| Annual return | 6.49% | 13.51%-7.0pp | 29.30%-22.8pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,540 | $3,161-19.7% | $5,211-51.3% | $1,974+28.7% |
| Participant deferral / active EE | $2,978 | $4,606-35.3% | $6,282-52.6% | $3,061-2.7% |
| Admin fee / account holder | $304 | $88+247.0% | $9,324-96.7% | $95+221.8% |