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 | $461,453 |
Service code 27 217 INTERNATIONAL CIR STE 200 · HUNT VALLEY, MD 21030 | Advisory (Plan) | $113,928 |
Filed as: FIDUCIARY PLAN CONSULTANTS LLC HIGH Service code 27 10461 MILL RUN CIR STE 830 · OWINGS MILLS, MD 21117 | Advisory (Plan) | $91,410 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $5,934 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,550 | $47,456+38.1% | $172,739-62.1% | $77,787-15.7% |
| Participation rate | 72.6% | 66.3%+6.3pp | 82.6%-10.0pp | 73.2%-0.6pp |
| Annual return | 20.13% | 35.57%-15.4pp | 802.84%-782.7pp | 32.57%-12.4pp |
| Employer contribution / active EE | $1,601 | $1,574+1.7% | $5,143-68.9% | $2,504-36.1% |
| Participant deferral / active EE | $3,138 | $2,560+22.6% | $5,198-39.6% | $3,967-20.9% |
| Admin fee / account holder | $202 | $81+149.7% | $13,954-98.6% | $100+101.8% |