Filed September 3, 2013 (most recent of 4 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 | $9,628 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $1,950 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $918 |
ADAMS ADDRESSING ASSOCIATES2+ years Service code 99 39 FARINELLA DR · EAST HANOVER, NJ 07936 | Other Fees | $529 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $346 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $274 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,349 | $46,732-56.5% | $156,549-87.0% | $55,167-63.1% |
| Participation rate | 81.6% | 65.8%+15.8pp | 84.0%-2.4pp | 69.0%+12.6pp |
| Annual return | 6.47% | 17.72%-11.2pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $674 | $2,105-68.0% | $5,501-87.7% | $1,963-65.6% |
| Participant deferral / active EE | $1,889 | $2,204-14.3% | $4,871-61.2% | $3,054-38.1% |
| Admin fee / account holder | $58 | $418-86.1% | $13,027-99.6% | $504-88.4% |