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) | $72,214 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,831 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,767 |
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 | $64,546 | $106,028-39.1% | $146,958-56.1% | $77,643-16.9% |
| Participation rate | 90.2% | 78.4%+11.8pp | 82.2%+8.0pp | 70.6%+19.6pp |
| Annual return | 16.26% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $3,616 | $4,063-11.0% | $4,933-26.7% | $2,726+32.6% |
| Participant deferral / active EE | $9,602 | $7,990+20.2% | $8,070+19.0% | $4,647+106.6% |
| Admin fee / account holder | $232 | $337-31.3% | $12,998-98.2% | $430-46.2% |