Filed October 19, 2004
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 | Shareholder servicing fees; Participa... | $23,955 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,585 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,661 | $63,905+5.9% | $74,183-8.8% | $57,658+17.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.67% | 60.60%-51.9pp | 17.74%-9.1pp | 5.13%+3.5pp |
| Employer contribution / active EE | $475 | $1,840-74.2% | $2,370-80.0% | $1,974-75.9% |
| Participant deferral / active EE | $4,373 | $3,448+26.8% | $3,550+23.2% | $3,061+42.9% |
| Admin fee / account holder | $32 | $91-64.7% | $5,586-99.4% | $95-66.0% |