Filed December 2, 2011 (most recent of 3 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $54,436 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $102,413 | $56,629+80.8% | $77,999+31.3% | $55,167+85.6% |
| Participation rate | 96.1% | 73.3%+22.8pp | 75.5%+20.6pp | 69.0%+27.1pp |
| Annual return | 6.73% | 2866.98%-2860.3pp | 425.96%-419.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,529 | $1,723+104.8% | $2,470+42.9% | $1,963+79.8% |
| Participant deferral / active EE | $5,089 | $2,777+83.3% | $3,497+45.5% | $3,054+66.6% |
| Admin fee / account holder | $203 | $467-56.5% | $5,480-96.3% | $504-59.7% |