Filed January 9, 2017 (most recent of 3 filings on file)
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 8-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 | Distribution (12b-1) fees; Recordkeep... | $245,036 |
THE MELTZER GROUP1+ years Service code 27 · EIN 22-3811325 | Advisory (Plan) | $100,000 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $32,764 | $37,039-11.5% | $147,614-77.8% | $59,188-44.6% |
| Participation rate | 74.6% | 63.8%+10.8pp | 84.6%-10.0pp | 69.4%+5.2pp |
| Annual return | 0.40% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $585 | $1,353-56.8% | $5,564-89.5% | $2,098-72.1% |
| Participant deferral / active EE | $3,008 | $2,094+43.7% | $4,895-38.6% | $3,265-7.9% |
| Admin fee / account holder | $206 | $60+242.7% | $11,611-98.2% | $92+123.8% |