Filed July 23, 2026 (most recent of 2 filings on file)
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 | Account maintenance fees; Participant... | $54,055 |
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Filed as: MID ATLANTIC CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $18,766 | $37,196-49.5% | $154,107-87.8% | $55,725-66.3% |
| Participation rate | 80.2% | 64.1%+16.1pp | 83.0%-2.8pp | 70.9%+9.3pp |
| Annual return | -5.56% | 1319.68%-1325.2pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,532 | $2,068-25.9% | $5,081-69.9% | $3,356-54.4% |
| Admin fee / account holder | $53 | $102-47.7% | $13,411-99.6% | $115-53.9% |