Filed January 31, 2005
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 | Distribution (12b-1) fees; Recordkeep... | $210,008 |
RODEFER MOSS & CO, PLLC2+ years Filed as: RODEFER MOSS & CO PLLC Service code 10 · EIN 62-1690032 | Accounting | $7,500 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $56,119 | $50,106+12.0% | $70,014-19.8% | $57,658-2.7% |
| Participation rate | 91.2% | 70.9%+20.4pp | 71.8%+19.4pp | 70.2%+21.0pp |
| Annual return | 9.58% | 14.58%-5.0pp | 12.99%-3.4pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,673 | $1,739-3.8% | $2,338-28.5% | $1,974-15.2% |
| Participant deferral / active EE | $2,793 | $2,486+12.4% | $2,931-4.7% | $3,061-8.7% |
| Admin fee / account holder | $204 | $89+128.5% | $4,380-95.3% | $95+115.6% |