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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $23,854 |
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,425 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $4,425 |
Filed as: ING MUTUAL FUNDS Service code 28 | Investment Management | $673 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $142 |
PIMCO FUNDS4 years Service code 28 | Investment Management | $16 |
Filed as: ING FINANCIAL ADVISERS Service code 63 | 12b-1 Fees | $3 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,678 | $79,124+12.1% | $60,874+45.7% | $64,808+36.8% |
| Participation rate | 64.2% | 77.7%-13.6pp | 73.1%-9.0pp | 71.5%-7.3pp |
| Annual return | -12.70% | -7.13%-5.6pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $679 | $3,050-77.7% | $2,701-74.9% | $2,506-72.9% |
| Participant deferral / active EE | $1,266 | $3,725-66.0% | $3,817-66.8% | $4,310-70.6% |
| Admin fee / account holder | $81 | $106-23.6% | $3,224-97.5% | $188-57.0% |