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 fees; Account maintenan... | $130,276 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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).
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 | $77,414 | $35,366+118.9% | $90,645-14.6% | $75,289+2.8% |
| Participation rate | 82.9% | 57.3%+25.6pp | 74.0%+8.9pp | 72.4%+10.5pp |
| Annual return | -4.93% | -2.19%-2.7pp | 1.88%-6.8pp | -0.04%-4.9pp |
| Employer contribution / active EE | $4,553 | $916+397.1% | $2,532+79.8% | $2,405+89.3% |
| Participant deferral / active EE | $5,302 | $1,998+165.3% | $3,425+54.8% | $3,739+41.8% |
| Admin fee / account holder | $49 | $59-16.4% | $4,994-99.0% | $102-51.8% |