Filed February 5, 2002
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 | Recordkeeping fees; Distribution (12b... | $32,755 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,789 | $41,854+171.9% | $73,843+54.1% | $52,331+117.4% |
| Participation rate | 77.1% | 66.2%+10.9pp | 73.4%+3.7pp | 68.1%+9.0pp |
| Annual return | -0.98% | 2.11%-3.1pp | 2267.84%-2268.8pp | 4.54%-5.5pp |
| Employer contribution / active EE | $11,301 | $1,920+488.5% | $2,787+305.4% | $1,882+500.6% |
| Participant deferral / active EE | $5,016 | $2,498+100.8% | $3,583+40.0% | $3,022+66.0% |
| Admin fee / account holder | $218 | $493-55.7% | $4,880-95.5% | $592-63.1% |