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 | $485,525 |
Filed as: FIDUCIARY PLAN CONSULTANTS LLC HIGH Service code 27 921 E FORT AVE STE 230 · BALTIMORE, MD 21230 | Advisory (Plan) | $170,121 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $4,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,995 | $45,000+33.3% | $143,757-58.3% | $77,904-23.0% |
| Participation rate | 91.1% | 66.8%+24.3pp | 80.3%+10.8pp | 73.7%+17.5pp |
| Annual return | -13.72% | 29.03%-42.7pp | -0.04%-13.7pp | 12.21%-25.9pp |
| Employer contribution / active EE | $1,952 | $1,870+4.4% | $4,951-60.6% | $2,848-31.5% |
| Participant deferral / active EE | $3,954 | $3,157+25.3% | $5,637-29.8% | $4,806-17.7% |
| Admin fee / account holder | $163 | $98+66.1% | $14,673-98.9% | $133+23.3% |