Filed July 19, 2006 (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 |
|---|---|---|
HORIZON INVESTMENTS, LLC2 years Service code 27 · EIN 58-2461603 | Advisory (Plan) | $75,323 |
FINDLEY4 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $56,923 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $16,106 |
MID ATLANTIC CAPITAL CORPORATION6+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 21 · EIN 26-0010549 | Bank Trustee | $255 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 11.49% | 10.09%+1.4pp | 174.94%-163.4pp | 627.08%-615.6pp |
| Employer contribution / active EE | $4,837 | $12,251-60.5% | $38,590-87.5% | $18,824-74.3% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |