Filed March 15, 2006
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 | Float revenue; Participant loan proce... | $109,411 |
ANCHIN, BLOCK & ANCHIN LLP2+ years Filed as: ANCHIN BLOCK & ANCHIN Service code 10 · EIN 13-0436940 | Accounting | $27,219 |
Filed as: ALLIANT INS SERVICES Service code 10 · EIN 33-0785439 | Accounting | $7,855 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $136,188 | $80,177+69.9% | $123,892+9.9% | $57,658+136.2% |
| Participation rate | 96.6% | 74.4%+22.2pp | 81.4%+15.2pp | 70.2%+26.4pp |
| Annual return | 7.32% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,226 | $2,913-23.6% | $4,617-51.8% | $1,974+12.8% |
| Participant deferral / active EE | $9,263 | $5,130+80.6% | $5,984+54.8% | $3,061+202.7% |
| Admin fee / account holder | $286 | $106+168.6% | $8,357-96.6% | $95+202.1% |