See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,910 |
Employer contribution per participant 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 | $15,420 | $47,977-67.9% | $154,107-90.0% | $56,287-72.6% |
| Participation rate | 87.1% | 66.2%+20.9pp | 83.0%+4.1pp | 69.9%+17.3pp |
| Annual return | -6.29% | 3.54%-9.8pp | 735.12%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,296 | $2,392-4.0% | $5,081-54.8% | $3,350-31.5% |
| Admin fee / account holder | $20 | $438-95.4% | $13,411-99.9% | $521-96.1% |