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 | Participant loan processing; Recordke... | $174,866 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,044 | $70,083+129.8% | $59,878+169.0% | $55,725+189.0% |
| Participation rate | 98.5% | 78.4%+20.2pp | 74.7%+23.8pp | 70.9%+27.7pp |
| Annual return | -5.80% | 3.13%-8.9pp | 3.46%-9.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $12,453 | $2,878+332.6% | $2,722+357.6% | $2,078+499.2% |
| Participant deferral / active EE | $10,196 | $3,079+231.2% | $3,402+199.7% | $3,356+203.8% |
| Admin fee / account holder | $179 | $70+154.0% | $3,590-95.0% | $115+55.1% |