Filed August 11, 2012
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 6-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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $174,548 |
Service code 50 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,530 | $67,679-59.3% | $155,509-82.3% | $99,062-72.2% |
| Participation rate | 95.2% | 67.2%+28.0pp | 78.2%+17.0pp | 71.6%+23.6pp |
| Annual return | 12.26% | 16.16%-3.9pp | 64.67%-52.4pp | 17.66%-5.4pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $17 | $94-82.3% | $15,912-99.9% | $109-84.8% |