Filed January 6, 2014 (most recent of 2 filings on file)
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 | Claims processing; Investment managem... | $258,143 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12150 | Consulting | $80,851 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $25,217 | $37,039-31.9% | $147,614-82.9% | $59,188-57.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 0.77% | 7.19%-6.4pp | 61.98%-61.2pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,436 | $1,353+6.1% | $5,564-74.2% | $2,098-31.6% |
| Participant deferral / active EE | $1,433 | $2,094-31.6% | $4,895-70.7% | $3,265-56.1% |
| Admin fee / account holder | $126 | $60+108.5% | $11,611-98.9% | $92+36.1% |