Filed April 11, 2006 (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 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 |
|---|---|---|
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC FINANCIAL MANAGEMENT Service code 16 · EIN 25-1443041 | Consulting | $55,381 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,787 |
SKYLINE ADVISORS1+ years Service code 16 · EIN 45-5583799 | Consulting | $9,663 |
PENSION PLAN SPECIALISTS, PC1+ years Filed as: PENSION PLAN SPECIALISTS PC Service code 16 · EIN 26-1570786 | Consulting | $8,415 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,974 | $63,905-1.5% | $74,183-15.1% | $57,658+9.2% |
| Participation rate | 96.4% | 79.8%+16.7pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 28.67% | 60.60%-31.9pp | 17.74%+10.9pp | 5.13%+23.5pp |
| Employer contribution / active EE | $2,620 | $1,840+42.3% | $2,370+10.5% | $1,974+32.7% |
| Participant deferral / active EE | $3,986 | $3,448+15.6% | $3,550+12.3% | $3,061+30.2% |
| Admin fee / account holder | $100 | $91+9.7% | $5,586-98.2% | $95+5.7% |