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 |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL INC Service code 27 · EIN 25-1443041 | Advisory (Plan) | $73,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,090 |
SKYLINE ADVISORS2+ years Service code 27 · EIN 47-3427227 | Advisory (Plan) | $15,230 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 61 535 METRO PL S · DUBLIN, OH 43017 | Finders' fees / placement fees | $0 |
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 | $65,099 | $69,305-6.1% | $82,313-20.9% | $69,631-6.5% |
| Participation rate | 96.0% | 80.3%+15.7pp | 76.9%+19.1pp | 70.7%+25.3pp |
| Annual return | 18.61% | 21.47%-2.9pp | 25.88%-7.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $2,227 | $1,887+18.0% | $2,428-8.3% | $2,032+9.6% |
| Participant deferral / active EE | $3,731 | $3,568+4.6% | $3,706+0.7% | $3,224+15.8% |
| Admin fee / account holder | $154 | $97+58.2% | $5,608-97.3% | $110+39.2% |