Filed September 23, 2014 (most recent of 2 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 9-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 | $1,528 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,519 | $45,382-68.0% | $154,107-90.6% | $75,289-80.7% |
| Participation rate | 41.7% | 65.9%-24.2pp | 83.0%-41.3pp | 72.4%-30.7pp |
| Annual return | 118.87% | -0.47%+119.3pp | 735.12%-616.2pp | -0.04%+118.9pp |
| Employer contribution / active EE | $754 | $1,533-50.8% | $5,298-85.8% | $2,405-68.7% |
| Participant deferral / active EE | $21 | $2,384-99.1% | $5,081-99.6% | $3,739-99.4% |
| Admin fee / account holder | $1 | $89-98.8% | $13,411-100.0% | $102-98.9% |