Filed February 18, 2008 (most recent of 2 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; Finders' fees / pl... | $135,215 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $52,644 | $71,957-26.8% | $67,652-22.2% | $59,188-11.1% |
| Participation rate | 97.4% | 82.7%+14.7pp | 75.7%+21.7pp | 69.4%+28.0pp |
| Annual return | 1.79% | 8.53%-6.7pp | 6625.04%-6623.2pp | 5.51%-3.7pp |
| Employer contribution / active EE | $2,638 | $2,432+8.5% | $2,266+16.4% | $2,098+25.7% |
| Participant deferral / active EE | $5,323 | $4,211+26.4% | $3,560+49.5% | $3,265+63.1% |
| Admin fee / account holder | $87 | $64+35.2% | $4,821-98.2% | $92-6.0% |