Filed July 8, 2010
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 |
|---|---|---|
COLLEGE FOUNDATION, INC.1 year Service code 50 · EIN 56-6046937 2917 HIGHWOODS BLVD. · RALEIGH, NC 276041004 | Direct Payment | $14,089 |
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 | $83,092 | $55,002+51.1% | $59,878+38.8% | $56,287+47.6% |
| Participation rate | 85.1% | 75.9%+9.2pp | 74.7%+10.4pp | 69.9%+15.3pp |
| Annual return | 8.50% | 1.13%+7.4pp | 3.46%+5.0pp | -9.96%+18.5pp |
| Employer contribution / active EE | $2,066 | $2,448-15.6% | $2,722-24.1% | $2,111-2.1% |
| Participant deferral / active EE | $4,313 | $3,121+38.2% | $3,402+26.8% | $3,350+28.7% |
| Admin fee / account holder | $43 | $236-81.6% | $3,590-98.8% | $521-91.7% |