Filed March 10, 2026
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 |
|---|---|---|
Filed as: MID ATLANTIC FINANCIAL Service code 27 · EIN 25-1443041 | Advisory (Plan) | $33,678 |
Service code 64 · EIN 20-0937408 | Recordkeeping Fees | $17,751 |
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 | $146,504 | $80,753+81.4% | $136,294+7.5% | $62,292+135.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.12% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $15,211 | $2,884+427.5% | $4,695+223.9% | $2,042+644.8% |
| Participant deferral / active EE | $9,050 | $5,164+75.2% | $6,247+44.9% | $3,169+185.6% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |