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 | Finders' fees / placement fees; Accou... | $502,686 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $129,367 |
CAMMACK LARHETTE ADVISORS5+ years Service code 16 · EIN 20-4668732 | Consulting | $105,000 |
CARON & BLETZER, PLLC5+ years Service code 10 · EIN 04-3499945 | Accounting | $14,200 |
Filed as: MID ATLANTIC CAPITAL CORP (SUNGUARD Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $100,099 | $47,456+110.9% | $172,739-42.1% | $77,787+28.7% |
| Participation rate | 99.9% | 66.3%+33.7pp | 82.6%+17.3pp | 73.2%+26.7pp |
| Annual return | 19.84% | 35.57%-15.7pp | 802.84%-783.0pp | 32.57%-12.7pp |
| Employer contribution / active EE | $2,910 | $1,574+84.9% | $5,143-43.4% | $2,504+16.2% |
| Participant deferral / active EE | $6,544 | $2,560+155.7% | $5,198+25.9% | $3,967+65.0% |
| Admin fee / account holder | $150 | $81+85.6% | $13,954-98.9% | $100+50.0% |