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 | $535,944 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $88,482 |
Filed as: FIDUCIARY PLAN CONSULTANTS LLC HIGH Service code 27 921 E FORT AVE STE 230 · BALTIMORE, MD 21230 | Advisory (Plan) | $87,250 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $4,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,606 | $50,127+34.9% | $149,673-54.8% | $80,160-15.7% |
| Participation rate | 88.0% | 64.3%+23.7pp | 78.8%+9.2pp | 72.9%+15.0pp |
| Annual return | 15.92% | 29.82%-13.9pp | 134.42%-118.5pp | 40.38%-24.5pp |
| Employer contribution / active EE | $1,332 | $1,865-28.6% | $4,818-72.4% | $2,978-55.3% |
| Participant deferral / active EE | $4,203 | $3,194+31.6% | $5,680-26.0% | $5,017-16.2% |
| Admin fee / account holder | $176 | $153+15.3% | $13,210-98.7% | $145+21.5% |