Filed April 26, 2008
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 | Investment management; Float revenue;... | $275,408 |
LAWING FINANCIAL1 year Filed as: LAWING FINANCIAL INC Service code 28 · EIN 48-1188446 | Investment Management | $88,112 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,879 | $57,921-19.1% | $84,750-44.7% | $57,658-18.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 13.50% | 10.24%+3.3pp | 22.78%-9.3pp | 5.13%+8.4pp |
| Employer contribution / active EE | $2,153 | $2,598-17.2% | $3,574-39.8% | $1,974+9.1% |
| Participant deferral / active EE | $4,292 | $2,742+56.5% | $3,712+15.6% | $3,061+40.2% |
| Admin fee / account holder | $415 | $130+220.0% | $5,332-92.2% | $95+339.0% |