Filed January 20, 2016
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: CORPORATE BENEFIT ADVISORS, INC. Service code 27 1901 ROXBOROUGH ROAD, SUITE 315 · CHARLOTTE, NC 28211 | Advisory (Plan) | $0 |
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,558 | $46,360+45.7% | $147,614-54.2% | $52,331+29.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.26% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $5,476 | $2,126+157.6% | $5,564-1.6% | $1,882+191.0% |
| Participant deferral / active EE | $3,028 | $2,258+34.1% | $4,895-38.1% | $3,022+0.2% |
| Admin fee / account holder | $124 | $766-83.8% | $11,611-98.9% | $592-79.1% |