Filed August 14, 2003
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 7-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; Participant... | $324,954 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 16 | Consulting | $259,831 |
Filed as: HEALTHCARE COMM SECURITIES Service code 16 ONE EMPIRE DR · RENSSELAER, NY 12144 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-1867445 | 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 | $29,315 | $44,007-33.4% | $154,107-81.0% | $68,904-57.5% |
| Participation rate | 73.6% | 70.0%+3.6pp | 83.0%-9.4pp | 74.1%-0.5pp |
| Annual return | 4.26% | 8.15%-3.9pp | 735.12%-730.9pp | 1.07%+3.2pp |
| Employer contribution / active EE | $1,616 | $1,732-6.7% | $5,298-69.5% | $2,540-36.4% |
| Participant deferral / active EE | $3,523 | $2,813+25.2% | $5,081-30.7% | $4,015-12.3% |
| Admin fee / account holder | $38 | $65-42.0% | $13,411-99.7% | $71-47.3% |