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 | Participant communication; Float reve... | $103,221 |
ANCHIN, BLOCK & ANCHIN LLP6+ years Filed as: ANCHIN BLOCK & ANCHIN Service code 10 · EIN 13-0436940 | Accounting | $27,000 |
Filed as: ALLIANT INSURANCE SERVICES Service code 10 · EIN 33-0785439 | Accounting | $7,965 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $189,541 | $100,801+88.0% | $149,696+26.6% | $73,409+158.2% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.5%+15.4pp | 72.2%+25.7pp |
| Annual return | 13.72% | 265.34%-251.6pp | 276.60%-262.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $2,463 | $3,312-25.6% | $4,644-47.0% | $2,234+10.3% |
| Participant deferral / active EE | $11,244 | $6,404+75.6% | $6,842+64.4% | $3,805+195.5% |
| Admin fee / account holder | $251 | $181+39.0% | $9,309-97.3% | $158+59.1% |