Filed July 12, 2006 (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 27 1127-B HENDERSONVILLE RD · ASHEVILLE, NC 28803 | Advisory (Plan) | $8,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,727 | $82,917-1.4% | $103,333-20.9% | $77,643+5.3% |
| Participation rate | 91.3% | 71.6%+19.8pp | 74.5%+16.8pp | 70.6%+20.8pp |
| Annual return | 17.98% | 19.13%-1.1pp | 24.88%-6.9pp | 31.24%-13.3pp |
| Employer contribution / active EE | $6,089 | $3,552+71.4% | $3,868+57.4% | $2,726+123.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $13 | $638-98.0% | $8,355-99.9% | $430-97.1% |