Filed September 11, 2017 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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 | $85,280 | $88,122-3.2% | $141,162-39.6% | $67,579+26.2% |
| Participation rate | 96.8% | 76.5%+20.3pp | 82.5%+14.3pp | 71.3%+25.5pp |
| Annual return | 22.27% | 75.40%-53.1pp | 71.39%-49.1pp | 378.56%-356.3pp |
| Employer contribution / active EE | $3,524 | $3,224+9.3% | $4,735-25.6% | $2,148+64.1% |
| Participant deferral / active EE | $8,419 | $5,958+41.3% | $6,709+25.5% | $3,539+137.9% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |