Filed April 24, 2007
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 7-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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $25,308 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $16,729 |
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,972 |
Filed as: ING MUTUAL FUNDS Service code 28 | Investment Management | $679 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $135 |
PIMCO FUNDS2 years Service code 28 | Investment Management | $35 |
Filed as: ING FINANCIAL ADVISERS Service code 63 | 12b-1 Fees | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,660 | $84,948-6.2% | $70,449+13.1% | $73,409+8.5% |
| Participation rate | 55.1% | 79.9%-24.8pp | 75.1%-20.0pp | 72.2%-17.1pp |
| Annual return | 10.66% | 13.39%-2.7pp | 109.03%-98.4pp | 59.29%-48.6pp |
| Employer contribution / active EE | $3 | $2,834-99.9% | $2,737-99.9% | $2,234-99.8% |
| Participant deferral / active EE | $1,284 | $3,387-62.1% | $3,709-65.4% | $3,805-66.3% |
| Admin fee / account holder | $66 | $98-32.9% | $3,845-98.3% | $158-58.3% |