Filed December 31, 1992
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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $69,747 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $18,750 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,727 | $56,095-57.7% | $178,490-86.7% | $90,288-73.7% |
| Participation rate | 47.0% | 65.6%-18.6pp | 81.9%-34.9pp | 73.4%-26.4pp |
| Annual return | 13.33% | 28.81%-15.5pp | 151.07%-137.7pp | 53.97%-40.6pp |
| Employer contribution / active EE | $252 | $1,572-84.0% | $5,011-95.0% | $2,524-90.0% |
| Participant deferral / active EE | $1,031 | $2,669-61.4% | $5,202-80.2% | $4,232-75.6% |
| Admin fee / account holder | $104 | $101+3.5% | $13,984-99.3% | $114-8.7% |