Filed October 9, 2012
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 12 · EIN 13-3689044 | Investment management; Claims process... | $137,240 |
CAMMACK LARHETTE ADVISORS5+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $65,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $669 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409681 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,584 | $47,456+36.1% | $172,739-62.6% | $77,787-17.0% |
| Participation rate | 53.2% | 66.3%-13.1pp | 82.6%-29.5pp | 73.2%-20.0pp |
| Annual return | 18.48% | 35.57%-17.1pp | 802.84%-784.4pp | 32.57%-14.1pp |
| Employer contribution / active EE | $536 | $1,574-66.0% | $5,143-89.6% | $2,504-78.6% |
| Participant deferral / active EE | $2,845 | $2,560+11.2% | $5,198-45.3% | $3,967-28.3% |
| Admin fee / account holder | $188 | $81+132.8% | $13,954-98.7% | $100+88.1% |