Filed December 5, 2014 (most recent of 4 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 | Recordkeeping fees; Float revenue; Ac... | $87,456 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 12 · EIN 25-1409618 | Participant loan processing; Account ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $69,136 | $45,382+52.3% | $154,107-55.1% | $75,289-8.2% |
| Participation rate | 73.2% | 65.9%+7.3pp | 83.0%-9.9pp | 72.4%+0.7pp |
| Annual return | -4.24% | -0.47%-3.8pp | 735.12%-739.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $1,915 | $1,533+24.9% | $5,298-63.8% | $2,405-20.4% |
| Participant deferral / active EE | $2,778 | $2,384+16.5% | $5,081-45.3% | $3,739-25.7% |
| Admin fee / account holder | $40 | $89-55.7% | $13,411-99.7% | $102-61.3% |