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.3 years Service code 50 · EIN 56-6046937 2917 HIGHWOODS BLVD. · RALEIGH, NC 276041004 | Direct Payment | $14,920 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,529 | $65,322+30.9% | $70,449+21.4% | $73,488+16.4% |
| Participation rate | 90.5% | 77.0%+13.5pp | 75.1%+15.4pp | 70.7%+19.8pp |
| Annual return | 4.74% | 15.71%-11.0pp | 109.03%-104.3pp | 28.51%-23.8pp |
| Employer contribution / active EE | $2,294 | $2,460-6.7% | $2,737-16.2% | $2,270+1.1% |
| Participant deferral / active EE | $4,800 | $3,375+42.2% | $3,709+29.4% | $3,740+28.4% |
| Admin fee / account holder | $43 | $214-79.9% | $3,845-98.9% | $513-91.6% |