Filed January 29, 2026 (most recent of 4 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 | Direct payment from the plan; Recordk... | $21,794 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
Filed as: MID ATLANTIC CAPTIAL CORPORATION Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4 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 | $60,541 | $58,879+2.8% | $178,490-66.1% | $73,488-17.6% |
| Participation rate | 93.5% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.8pp |
| Annual return | 12.03% | 24.86%-12.8pp | 151.07%-139.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $385 | $2,236-82.8% | $5,011-92.3% | $2,270-83.0% |
| Participant deferral / active EE | $3,839 | $2,567+49.5% | $5,202-26.2% | $3,740+2.7% |
| Admin fee / account holder | $67 | $400-83.3% | $13,984-99.5% | $513-87.0% |