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 50 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $137,289 |
Service code 16 · EIN 20-4668732 | Consulting | $76,305 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $25,661 |
PFK O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $18,850 |
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 | $46,453 | $80,005-41.9% | $140,016-66.8% | $55,725-16.6% |
| Participation rate | 84.9% | 87.0%-2.1pp | 87.5%-2.6pp | 70.9%+14.1pp |
| Annual return | -2.60% | 0.46%-3.1pp | 651.12%-653.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $3,199 | $3,403-6.0% | $5,606-42.9% | $2,078+54.0% |
| Participant deferral / active EE | $3,959 | $5,264-24.8% | $6,927-42.9% | $3,356+18.0% |
| Admin fee / account holder | $270 | $116+133.4% | $10,705-97.5% | $115+134.4% |