See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 27 · EIN 25-1443041 | Advisory (Plan) | $60,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,633 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,456 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,331 | $95,274-37.7% | $135,903-56.3% | $74,419-20.3% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 23.60% | 32.77%-9.2pp | 68.23%-44.6pp | 34.38%-10.8pp |
| Employer contribution / active EE | $4,226 | $3,874+9.1% | $4,856-13.0% | $2,637+60.2% |
| Participant deferral / active EE | $10,322 | $7,782+32.6% | $7,758+33.1% | $4,528+128.0% |
| Admin fee / account holder | $204 | $266-23.3% | $10,762-98.1% | $348-41.3% |