Filed October 2, 2023 (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 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 TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $5,227 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,048 | $98,982-54.5% | $162,163-72.2% | $65,185-30.9% |
| Participation rate | 88.1% | 85.8%+2.3pp | 87.6%+0.5pp | 70.2%+17.9pp |
| Annual return | 22.81% | 24.84%-2.0pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,641 | $3,467-52.7% | $5,614-70.8% | $2,177-24.6% |
| Participant deferral / active EE | $2,120 | $5,384-60.6% | $7,298-70.9% | $3,514-39.7% |
| Admin fee / account holder | $78 | $596-87.0% | $10,843-99.3% | $847-90.8% |