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) | $9,303 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,145 | $95,880-4.9% | $107,525-15.2% | $85,563+6.5% |
| Participation rate | 92.7% | 70.1%+22.6pp | 75.1%+17.6pp | 66.0%+26.8pp |
| Annual return | 11.67% | 68.06%-56.4pp | 181.32%-169.6pp | 31.51%-19.8pp |
| Employer contribution / active EE | $5,576 | $3,812+46.3% | $3,754+48.5% | $2,654+110.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $13 | $1,025-98.7% | $8,919-99.9% | $834-98.4% |