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 | Shareholder servicing fees; Float rev... | $242,750 |
THE MELTZER GROUP2+ years Service code 27 · EIN 22-3811325 | Advisory (Plan) | $100,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $33,859 | $37,213-9.0% | $156,549-78.4% | $63,975-47.1% |
| Participation rate | 97.9% | 65.0%+32.9pp | 84.0%+13.9pp | 71.1%+26.8pp |
| Annual return | 8.21% | 47.89%-39.7pp | 32.23%-24.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $713 | $1,357-47.4% | $5,501-87.0% | $2,182-67.3% |
| Participant deferral / active EE | $3,529 | $2,070+70.5% | $4,871-27.6% | $3,356+5.1% |
| Admin fee / account holder | $186 | $56+229.7% | $13,027-98.6% | $70+163.6% |