Filed August 25, 2010 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $222,771 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,534 | $57,606-71.3% | $67,313-75.4% | $75,289-78.0% |
| Participation rate | 97.3% | 68.2%+29.1pp | 69.1%+28.2pp | 72.4%+24.9pp |
| Annual return | -5.73% | -0.47%-5.3pp | -4.08%-1.7pp | -0.04%-5.7pp |
| Employer contribution / active EE | $709 | $2,206-67.8% | $2,566-72.3% | $2,405-70.5% |
| Participant deferral / active EE | $3,103 | $3,195-2.9% | $3,568-13.0% | $3,739-17.0% |
| Admin fee / account holder | $58 | $83-29.5% | $4,507-98.7% | $102-43.0% |