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 | Recordkeeping and information managem... | $257,025 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $18,945 | $67,598-72.0% | $75,886-75.0% | $77,787-75.6% |
| Participation rate | 98.6% | 69.6%+29.0pp | 69.3%+29.3pp | 73.2%+25.4pp |
| Annual return | 20.60% | 23.18%-2.6pp | 30.76%-10.2pp | 32.57%-12.0pp |
| Employer contribution / active EE | $757 | $2,430-68.8% | $2,500-69.7% | $2,504-69.8% |
| Participant deferral / active EE | $3,298 | $3,502-5.8% | $3,603-8.5% | $3,967-16.9% |
| Admin fee / account holder | $61 | $96-36.5% | $5,418-98.9% | $100-38.9% |