Filed June 15, 2006
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 |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SVC Service code 15 100 E TRYON · RALEIGH, NC 27603 | Recordkeeping | $89,474 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,119 | $96,484-7.6% | $156,263-43.0% | $74,304+19.9% |
| Participation rate | 91.0% | 67.7%+23.3pp | 78.9%+12.0pp | 60.3%+30.6pp |
| Annual return | 14.61% | 17.73%-3.1pp | 59.47%-44.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,083 | $2,528-17.6% | $4,333-51.9% | $2,241-7.1% |
| Participant deferral / active EE | $2,539 | $4,286-40.8% | $6,158-58.8% | $3,767-32.6% |
| Admin fee / account holder | $428 | $3,728-88.5% | $14,255-97.0% | $2,969-85.6% |