Filed September 8, 2009 (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 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 | $417,836 |
Service code 27 217 INTERNATIONAL CIR STE 200 · HUNT VALLEY, MD 21030 | Advisory (Plan) | $123,507 |
HIGHTOWER ADVISORS LLC2 years Service code 27 200 W MADISON ST STE 2500 · CHICAGO, IL 60606 | Advisory (Plan) | $98,664 |
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 | $42,258 | $45,382-6.9% | $154,107-72.6% | $75,289-43.9% |
| Participation rate | 93.6% | 65.9%+27.8pp | 83.0%+10.6pp | 72.4%+21.2pp |
| Annual return | -4.08% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,546 | $1,533+0.9% | $5,298-70.8% | $2,405-35.7% |
| Participant deferral / active EE | $2,874 | $2,384+20.5% | $5,081-43.4% | $3,739-23.1% |
| Admin fee / account holder | $152 | $89+69.6% | $13,411-98.9% | $102+48.1% |