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 | Float revenue; Investment management;... | $327,857 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $21,645 | $74,462-70.9% | $81,983-73.6% | $90,288-76.0% |
| Participation rate | 98.1% | 69.7%+28.5pp | 69.2%+28.9pp | 73.4%+24.8pp |
| Annual return | 15.86% | 17.56%-1.7pp | 41.31%-25.4pp | 53.97%-38.1pp |
| Employer contribution / active EE | $826 | $2,334-64.6% | $2,498-66.9% | $2,524-67.3% |
| Participant deferral / active EE | $3,712 | $3,602+3.1% | $3,722-0.3% | $4,232-12.3% |
| Admin fee / account holder | $73 | $98-25.5% | $5,664-98.7% | $114-36.0% |