Filed October 25, 2006
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 | Participant loan processing; Sharehol... | $105,387 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $68,578 |
Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $57,810 | $78,419-26.3% | $133,956-56.8% | $73,409-21.3% |
| Participation rate | 95.8% | 78.6%+17.2pp | 79.8%+15.9pp | 72.2%+23.6pp |
| Annual return | 21.50% | 33.35%-11.9pp | 45.09%-23.6pp | 59.29%-37.8pp |
| Employer contribution / active EE | $1,890 | $2,044-7.5% | $3,919-51.8% | $2,234-15.4% |
| Participant deferral / active EE | $4,665 | $3,925+18.9% | $5,048-7.6% | $3,805+22.6% |
| Admin fee / account holder | $160 | $161-0.5% | $8,927-98.2% | $158+1.6% |