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 | Sales loads (front end and deferred);... | $39,555 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $117,970 | $43,423+171.7% | $78,689+49.9% | $55,167+113.8% |
| Participation rate | 77.6% | 68.0%+9.6pp | 73.6%+4.0pp | 69.0%+8.6pp |
| Annual return | 8.72% | 11.53%-2.8pp | 62.18%-53.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $11,933 | $1,997+497.6% | $2,851+318.6% | $1,963+508.0% |
| Participant deferral / active EE | $5,507 | $2,509+119.5% | $3,517+56.6% | $3,054+80.3% |
| Admin fee / account holder | $235 | $416-43.4% | $4,510-94.8% | $504-53.3% |