Filed March 31, 2005 (most recent of 4 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 | Finders' fees / placement fees; Direc... | $106,713 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,411 | $32,913+65.3% | $80,004-32.0% | $59,188-8.1% |
| Participation rate | 76.2% | 56.9%+19.3pp | 73.0%+3.1pp | 69.4%+6.7pp |
| Annual return | 1.57% | 1.16%+0.4pp | 7.63%-6.1pp | 5.51%-3.9pp |
| Employer contribution / active EE | $3,725 | $789+372.2% | $2,473+50.7% | $2,098+77.6% |
| Participant deferral / active EE | $4,391 | $1,686+160.4% | $3,204+37.1% | $3,265+34.5% |
| Admin fee / account holder | $38 | $40-5.6% | $5,033-99.2% | $92-59.0% |