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 | $3,215 |
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 | $16,792 | $52,953-68.3% | $172,739-90.3% | $65,185-74.2% |
| Participation rate | 88.1% | 66.2%+21.9pp | 82.6%+5.5pp | 70.2%+17.9pp |
| Annual return | 24.30% | 30.12%-5.8pp | 802.84%-778.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,201 | $2,471-10.9% | $5,198-57.7% | $3,514-37.4% |
| Admin fee / account holder | $19 | $472-96.0% | $13,954-99.9% | $847-97.8% |