Filed April 17, 2014
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 communication; Float reve... | $115,005 |
Filed as: HEALTHCARE COMM SECURITIES CORP Service code 16 | Consulting | $68,650 |
Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12150 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,333 | $37,039-23.5% | $147,614-80.8% | $59,188-52.1% |
| Participation rate | 90.6% | 63.8%+26.8pp | 84.6%+5.9pp | 69.4%+21.1pp |
| Annual return | 1.10% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $1,852 | $1,353+36.9% | $5,564-66.7% | $2,098-11.7% |
| Participant deferral / active EE | $3,268 | $2,094+56.1% | $4,895-33.2% | $3,265+0.1% |
| Admin fee / account holder | $88 | $60+45.4% | $11,611-99.2% | $92-5.1% |