Filed June 7, 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $89,286 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $14,429 |
MSI FINANCIAL SERVICES INC.1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $5,163 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $4,924 |
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 | $26,814 | $37,213-27.9% | $156,549-82.9% | $63,975-58.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 9.63% | 47.89%-38.3pp | 32.23%-22.6pp | 48.65%-39.0pp |
| Employer contribution / active EE | $1,463 | $1,357+7.8% | $5,501-73.4% | $2,182-32.9% |
| Participant deferral / active EE | $2,094 | $2,070+1.2% | $4,871-57.0% | $3,356-37.6% |
| Admin fee / account holder | $43 | $56-23.5% | $13,027-99.7% | $70-38.8% |