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 | $6,681 |
Filed as: LEON E WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 | Recordkeeping | $3,731 |
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 | $54,838 | $136,307-59.8% | $177,821-69.2% | $73,488-25.4% |
| Participation rate | 91.1% | 86.1%+5.0pp | 87.7%+3.3pp | 70.7%+20.4pp |
| Annual return | 17.84% | 18.68%-0.8pp | 48.32%-30.5pp | 28.51%-10.7pp |
| Employer contribution / active EE | $3,026 | $3,712-18.5% | $5,918-48.9% | $2,270+33.3% |
| Participant deferral / active EE | $2,185 | $5,829-62.5% | $7,714-71.7% | $3,740-41.6% |
| Admin fee / account holder | $83 | $596-86.1% | $12,427-99.3% | $513-83.9% |