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Benchmarking Shelco, LLC 401(K) Plan in Charlotte, NC against all plans

 

Shelco, LLC 401(K) Plan in Charlotte, NC incurs the 12th-lowest total administrative expenses ($1,148) of the 229 plans within 50 miles. Those $1,148 compare to an average of $59,298 across the 229 plans.

Note: total administrative expenses = professional fees + contract administrator fees + investment advisory and management fees + other administrative expenses

Shelco, LLC 401(K) Plan has these standings among those 229 peer plans:

  • total administrative expenses = $1,148 (12th-lowest)

  • professional fees = $0 (the lowest, tied)

  • contract administrator fees = $1,148 (93rd-lowest)

  • investment advisory and management fees = $0 (the lowest, tied)

  • other administrative expenses = $0 (4th-lowest, tied)

Visualize

 
 

Peers

beat out by Viewpointe Archive Services 401(K) Plan in Charlotte, NC (-$29,237), 401(K) Incentive Savings Plan for Salaried and Hourly Employees of Kewaunee Scientific Corporation in Statesville, NC (-$9,602), Hartmann USA, Inc. 401(K) Retirement Plan in Rock Hill, SC (-$2,106), and The Hearst Corporation & HIEA Employee Savings Plan in Charlotte, NC ($0), and 7 others, ending with Eastwood Homes Profit Sharing 401k Plan in Charlotte, NC ($1,059).

beat Si Holding Company 401(K) Plan in Huntersvile, NC ($1,296), Internetwork Engineering 401k Profit Sharing Plan in Charlotte, NC ($1,750), Raftelis Financial Consultants, Inc. 401k Plan in Charlotte, NC ($1,850), and Commercial Credit Group Inc. 401(K) Plan in Charlotte, NC ($1,955), and 213 others, ending with Urology Specialists of the Carolinas, PLLC 401(K) Plan in Charlotte, NC ($389,879).

References

  1. total administrative expenses. Lower values are better. From Line 2i(5), Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Note that total administrative expenses = professional fees + contract administrator fees + investment advisory and management fees + other administrative expenses. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.