Filed December 2, 2011 (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; Recordkeeping fees... | $112,968 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $41,097 | $54,237-24.2% | $90,281-54.5% | $67,579-39.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 23.61% | 37.27%-13.7pp | 78.10%-54.5pp | 378.56%-354.9pp |
| Employer contribution / active EE | $4,820 | $1,846+161.1% | $2,854+68.9% | $2,148+124.4% |
| Participant deferral / active EE | $4,876 | $2,625+85.8% | $3,885+25.5% | $3,539+37.8% |
| Admin fee / account holder | $102 | $123-17.3% | $5,351-98.1% | $142-28.3% |