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 | Float revenue; Recordkeeping and info... | $137,818 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $57,997 | $63,905-9.2% | $74,183-21.8% | $57,658+0.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.85% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,031 | $1,840+10.4% | $2,370-14.3% | $1,974+2.9% |
| Participant deferral / active EE | $5,757 | $3,448+67.0% | $3,550+62.2% | $3,061+88.1% |
| Admin fee / account holder | $98 | $91+7.2% | $5,586-98.3% | $95+3.3% |