Filed September 11, 2017 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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 | $97,055 | $82,202+18.1% | $125,339-22.6% | $64,808+49.8% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -17.10% | 3.48%-20.6pp | 572.05%-589.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,842 | $3,615+6.3% | $4,814-20.2% | $2,506+53.3% |
| Participant deferral / active EE | $8,903 | $7,175+24.1% | $7,446+19.6% | $4,310+106.5% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |