Filed October 15, 2015 (most recent of 2 filings on file)
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 | Shareholder servicing fees; Recordkee... | $278,197 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $68,966 | $123,286-44.1% | $75,670-8.9% | $77,958-11.5% |
| Participation rate | 97.7% | 78.8%+18.9pp | 72.3%+25.3pp | 71.6%+26.0pp |
| Annual return | 17.73% | 20.45%-2.7pp | 27.34%-9.6pp | 20.87%-3.1pp |
| Employer contribution / active EE | $1,333 | $2,035-34.5% | $2,352-43.3% | $2,310-42.3% |
| Participant deferral / active EE | $5,466 | $3,095+76.6% | $3,142+73.9% | $3,537+54.6% |
| Admin fee / account holder | $208 | $144+44.2% | $5,800-96.4% | $97+113.5% |