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 | $190,169 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 2 RECTOR ST 23RD FLOOR · NEW YORK, NY 10006 | Consulting | $92,108 |
PFK O'CONNOR DAVIES, LLP1 year Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $18,200 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $2,248 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,874 |
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 | $51,408 | $81,537-37.0% | $149,718-65.7% | $69,631-26.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 12.11% | 22.79%-10.7pp | 1501.63%-1489.5pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $3,477 | $3,239+7.4% | $5,445-36.1% | $2,032+71.1% |
| Participant deferral / active EE | $4,140 | $4,994-17.1% | $6,569-37.0% | $3,224+28.4% |
| Admin fee / account holder | $319 | $107+198.8% | $11,283-97.2% | $110+189.1% |