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 | $16,430 |
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 | $56,554 | $58,879-4.0% | $178,490-68.3% | $73,488-23.0% |
| Participation rate | 75.4% | 66.2%+9.2pp | 81.9%-6.5pp | 70.7%+4.7pp |
| Annual return | 18.88% | 24.86%-6.0pp | 151.07%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $3,258 | $2,236+45.7% | $5,011-35.0% | $2,270+43.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $97 | $400-75.7% | $13,984-99.3% | $513-81.1% |