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 | Investment management; Claims process... | $174,519 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $191,892 | $95,542+100.8% | $69,455+176.3% | $67,579+184.0% |
| Participation rate | 99.2% | 79.4%+19.8pp | 74.6%+24.6pp | 71.3%+27.9pp |
| Annual return | 23.05% | 17.67%+5.4pp | 28.97%-5.9pp | 378.56%-355.5pp |
| Employer contribution / active EE | $12,127 | $2,989+305.8% | $2,779+336.4% | $2,148+464.6% |
| Participant deferral / active EE | $10,507 | $3,263+222.0% | $3,535+197.2% | $3,539+196.9% |
| Admin fee / account holder | $165 | $90+84.0% | $3,839-95.7% | $142+16.1% |