Filed February 20, 2007 (most recent of 5 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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $456,834 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $61,974 | $52,346+18.4% | $143,757-56.9% | $78,044-20.6% |
| Participation rate | 97.4% | 72.7%+24.7pp | 80.3%+17.1pp | 74.4%+22.9pp |
| Annual return | -12.10% | -14.19%+2.1pp | -0.04%-12.1pp | 10.87%-23.0pp |
| Employer contribution / active EE | $3,504 | $2,131+64.4% | $4,951-29.2% | $3,125+12.1% |
| Participant deferral / active EE | $5,930 | $3,800+56.0% | $5,637+5.2% | $5,084+16.6% |
| Admin fee / account holder | $64 | $63+0.7% | $14,673-99.6% | $79-19.0% |