Filed August 26, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $64,420 |
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.
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 | $45,796 | $59,054-22.4% | $97,167-52.9% | $77,671-41.0% |
| Participation rate | 29.2% | 67.9%-38.7pp | 72.7%-43.5pp | 70.6%-41.4pp |
| Annual return | 12.43% | 16.96%-4.5pp | 75.27%-62.8pp | 31.21%-18.8pp |
| Employer contribution / active EE | $415 | $1,742-76.2% | $2,729-84.8% | $2,726-84.8% |
| Participant deferral / active EE | $796 | $3,930-79.7% | $4,264-81.3% | $4,648-82.9% |
| Admin fee / account holder | $161 | $346-53.4% | $5,650-97.1% | $430-62.5% |