Filed August 16, 2006
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,109 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAROLINA QUALIFIED RETIREMENT Service code 27 · EIN 47-1083831 | Advisory (Plan) | $22,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,802 | $74,089-16.6% | $133,980-53.9% | $55,167+12.0% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.1%-3.7pp | 69.0%+14.3pp |
| Annual return | 9.89% | 12.11%-2.2pp | 29.30%-19.4pp | 169.23%-159.3pp |
| Employer contribution / active EE | $2,732 | $3,064-10.8% | $5,211-47.6% | $1,963+39.2% |
| Participant deferral / active EE | $3,995 | $4,678-14.6% | $6,282-36.4% | $3,054+30.8% |
| Admin fee / account holder | $222 | $458-51.6% | $9,324-97.6% | $504-56.0% |