Filed July 18, 2013 (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 5-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 13 · EIN 42-0127290 | Contract Administrator | $28,945 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 49 · EIN 25-1409618 | Other Services | $9,395 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $5,709 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $31,441 | $59,186-46.9% | $76,768-59.0% | $56,287-44.1% |
| Participation rate | 84.8% | 75.2%+9.5pp | 77.0%+7.8pp | 69.9%+14.9pp |
| Annual return | -7.95% | 6.62%-14.6pp | 2.43%-10.4pp | -9.96%+2.0pp |
| Employer contribution / active EE | $951 | $1,759-45.9% | $2,485-61.7% | $2,111-55.0% |
| Participant deferral / active EE | $3,026 | $3,255-7.0% | $3,852-21.4% | $3,350-9.7% |
| Admin fee / account holder | $271 | $489-44.7% | $6,675-95.9% | $521-48.1% |