Filed December 29, 2010
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 | Shareholder servicing fees; Float rev... | $23,539 |
NFP RETIREMENT INC2 years Service code 16 · EIN 33-0905143 | Consulting | $8,713 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,160 | $58,577+69.3% | $83,333+19.0% | $64,186+54.5% |
| Participation rate | 95.6% | 72.0%+23.5pp | 77.8%+17.8pp | 69.6%+26.0pp |
| Annual return | -6.03% | 9.65%-15.7pp | 10.63%-16.7pp | 7.63%-13.7pp |
| Employer contribution / active EE | $12,415 | $2,098+491.7% | $3,379+267.5% | $2,381+421.5% |
| Participant deferral / active EE | $13,397 | $4,654+187.9% | $5,565+140.7% | $3,470+286.1% |
| Admin fee / account holder | $267 | $9,275-97.1% | $7,510-96.5% | $4,888-94.5% |