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 | Recordkeeping and information managem... | $125,472 |
ANCHIN, BLOCK & ANCHIN LLP3+ years Filed as: ANCHIN BLOCK & ANCHIN Service code 10 · EIN 13-0436940 | Accounting | $27,000 |
Filed as: ALLIANT INS SERVICES Service code 10 · EIN 33-0785439 | Accounting | $6,885 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,080 | $155,795-1.7% | $136,294+12.3% | $69,631+119.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.25% | 232464.33%-232445.1pp | 5155.94%-5136.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $2,335 | $2,991-21.9% | $4,695-50.3% | $2,032+14.9% |
| Participant deferral / active EE | $9,350 | $5,394+73.4% | $6,247+49.7% | $3,224+190.1% |
| Admin fee / account holder | $291 | $128+126.8% | $9,243-96.9% | $110+163.3% |