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 | Account maintenance fees; Claims proc... | $140,676 |
ANCHIN, BLOCK & ANCHIN LLP4+ years Filed as: ANCHIN BLOCK & ANCHIN Service code 10 · EIN 13-0436940 | Accounting | $27,000 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,475 | $75,388+91.6% | $123,544+16.9% | $55,725+159.3% |
| Participation rate | 73.2% | 75.7%-2.4pp | 82.3%-9.0pp | 70.9%+2.4pp |
| Annual return | -4.91% | 4.48%-9.4pp | 119.20%-124.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,897 | $3,063-38.1% | $4,628-59.0% | $2,078-8.7% |
| Participant deferral / active EE | $8,065 | $5,651+42.7% | $6,426+25.5% | $3,356+140.4% |
| Admin fee / account holder | $310 | $120+158.8% | $9,284-96.7% | $115+169.1% |