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 | Recordkeeping and information managem... | $122,358 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $83,445 | $37,245+124.0% | $94,993-12.2% | $77,958+7.0% |
| Participation rate | 81.5% | 56.5%+25.1pp | 73.9%+7.7pp | 71.6%+9.9pp |
| Annual return | 17.19% | 22.72%-5.5pp | 27.12%-9.9pp | 20.87%-3.7pp |
| Employer contribution / active EE | $4,067 | $894+354.9% | $2,603+56.2% | $2,310+76.0% |
| Participant deferral / active EE | $4,799 | $1,828+162.5% | $3,317+44.7% | $3,537+35.7% |
| Admin fee / account holder | $49 | $59-17.3% | $4,960-99.0% | $97-49.8% |