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... | $86,152 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,891 | $35,600+57.0% | $87,507-36.1% | $63,975-12.6% |
| Participation rate | 78.4% | 56.1%+22.2pp | 73.8%+4.5pp | 71.1%+7.2pp |
| Annual return | 9.49% | 17.86%-8.4pp | 12.21%-2.7pp | 48.65%-39.2pp |
| Employer contribution / active EE | $3,869 | $854+353.2% | $2,550+51.8% | $2,182+77.3% |
| Participant deferral / active EE | $4,439 | $1,660+167.4% | $3,149+41.0% | $3,356+32.2% |
| Admin fee / account holder | $27 | $51-45.8% | $4,221-99.3% | $70-61.0% |