Filed May 18, 1993
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 10-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 | $44,052 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $599 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $394 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,785 | $44,989-51.6% | $170,442-87.2% | $77,958-72.1% |
| Participation rate | 27.7% | 64.6%-36.9pp | 83.6%-55.9pp | 71.6%-44.0pp |
| Annual return | 12.25% | 19.61%-7.4pp | 205.93%-193.7pp | 20.87%-8.6pp |
| Employer contribution / active EE | $454 | $1,466-69.0% | $5,433-91.6% | $2,310-80.3% |
| Participant deferral / active EE | $799 | $2,208-63.8% | $4,939-83.8% | $3,537-77.4% |
| Admin fee / account holder | $52 | $69-24.2% | $13,880-99.6% | $97-46.4% |