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 | Shareholder servicing fees; Finders' ... | $177,556 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $227,661 | $84,948+168.0% | $70,449+223.2% | $73,409+210.1% |
| Participation rate | 99.0% | 79.9%+19.1pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 15.47% | 13.39%+2.1pp | 109.03%-93.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $13,439 | $2,834+374.2% | $2,737+391.1% | $2,234+501.7% |
| Participant deferral / active EE | $11,872 | $3,387+250.5% | $3,709+220.1% | $3,805+212.0% |
| Admin fee / account holder | $169 | $98+71.9% | $3,845-95.6% | $158+6.8% |