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... | $442,381 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return 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 | $66,343 | $59,339+11.8% | $149,673-55.7% | $103,482-35.9% |
| Participation rate | 96.4% | 70.2%+26.2pp | 78.8%+17.6pp | 73.3%+23.1pp |
| Annual return | 15.73% | 77.78%-62.1pp | 134.42%-118.7pp | 33.11%-17.4pp |
| Employer contribution / active EE | $3,366 | $2,178+54.6% | $4,818-30.1% | $3,208+4.9% |
| Participant deferral / active EE | $5,730 | $3,716+54.2% | $5,680+0.9% | $5,207+10.0% |
| Admin fee / account holder | $61 | $103-40.5% | $13,210-99.5% | $114-46.3% |