Filed January 6, 2006 (most recent of 2 filings on file)
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 | $437,459 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $90,924 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $51,788 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $29,012 |
ALBANY MEDICAL CENTER2+ years Service code 99 · EIN 14-1641730 43 NEW SCOTLAND AVE MC 29 · ALBANY, NY 12208 | Other Fees | $2,047 |
TD AMERITRADE, INC.2+ years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,250 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE, INC 47-0533629 Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE, INC. 47-0533629 Service code 33 | Securities brokerage | $0 |
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 | $22,389 | $43,110-48.1% | $156,549-85.7% | $65,292-65.7% |
| Participation rate | 91.9% | 69.3%+22.6pp | 84.0%+7.9pp | 72.4%+19.5pp |
| Annual return | 9.97% | 11.24%-1.3pp | 32.23%-22.3pp | 11.84%-1.9pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $3,225 | $2,520+28.0% | $4,871-33.8% | $3,579-9.9% |
| Admin fee / account holder | $13 | $47-72.3% | $13,027-99.9% | $57-77.2% |