Filed March 23, 2011
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 | $19,646 |
MSI FINANCIAL SERVICES INC.1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $1,112 |
Filed as: MML INVESTORS SERVICES Service code 55 | Other Commissions | $772 |
Filed as: MML INVESTERS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
Participant 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 | $33,992 | $55,453-38.7% | $170,442-80.1% | $62,292-45.4% |
| Participation rate | 75.4% | 66.4%+9.0pp | 83.6%-8.2pp | 69.5%+5.8pp |
| Annual return | 16.39% | 21.38%-5.0pp | 205.93%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,686 | $2,164+24.1% | $5,433-50.6% | $2,042+31.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $98 | $455-78.5% | $13,880-99.3% | $479-79.6% |