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 |
|---|---|---|
LAWING FINANCIAL2 years Filed as: LAWING FINANCIAL INC Service code 28 · EIN 48-1188446 | Investment Management | $96,163 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $61,701 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $52,702 | $60,545-13.0% | $92,233-42.9% | $69,631-24.3% |
| Participation rate | 83.2% | 72.2%+11.1pp | 76.5%+6.8pp | 70.7%+12.6pp |
| Annual return | 16.81% | 19.71%-2.9pp | 176.28%-159.5pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,923 | $2,633-27.0% | $3,679-47.7% | $2,032-5.4% |
| Participant deferral / active EE | $4,057 | $2,828+43.5% | $3,897+4.1% | $3,224+25.8% |
| Admin fee / account holder | $162 | $145+11.7% | $5,194-96.9% | $110+46.5% |