Filed December 5, 2007 (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; Finders' fees / pl... | $139,252 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,313 | $67,166+82.1% | $57,343+113.3% | $55,191+121.6% |
| Participation rate | 99.1% | 77.7%+21.4pp | 75.1%+24.0pp | 69.2%+30.0pp |
| Annual return | 0.22% | 4.22%-4.0pp | 24.39%-24.2pp | 10.78%-10.6pp |
| Employer contribution / active EE | $11,167 | $2,812+297.1% | $2,689+315.3% | $1,899+488.1% |
| Participant deferral / active EE | $8,806 | $2,835+210.6% | $3,162+178.4% | $3,046+189.1% |
| Admin fee / account holder | $171 | $44+291.8% | $3,356-94.9% | $91+88.0% |