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 | $10,273 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $1,950 |
TD AMERITRADE, INC.4+ 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 | $23,783 | $47,977-50.4% | $154,107-84.6% | $56,287-57.7% |
| Participation rate | 77.5% | 66.2%+11.4pp | 83.0%-5.5pp | 69.9%+7.7pp |
| Annual return | -5.42% | 3.54%-9.0pp | 735.12%-740.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $915 | $2,169-57.8% | $5,298-82.7% | $2,111-56.6% |
| Participant deferral / active EE | $2,151 | $2,392-10.1% | $5,081-57.7% | $3,350-35.8% |
| Admin fee / account holder | $63 | $438-85.6% | $13,411-99.5% | $521-87.9% |