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 | Distribution (12b-1) fees; Shareholde... | $402,005 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,153 | $63,321-66.6% | $68,791-69.3% | $77,904-72.8% |
| Participation rate | 98.7% | 71.1%+27.6pp | 69.0%+29.6pp | 73.7%+25.0pp |
| Annual return | -15.44% | -6.50%-8.9pp | -6.38%-9.1pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,010 | $2,794-63.8% | $2,655-62.0% | $2,848-64.5% |
| Participant deferral / active EE | $4,619 | $4,029+14.6% | $3,941+17.2% | $4,806-3.9% |
| Admin fee / account holder | $81 | $104-22.2% | $4,932-98.4% | $133-38.8% |