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 | $8,066 |
Filed as: LEON E WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 | Recordkeeping | $3,931 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,777 | $102,553-55.4% | $151,611-69.8% | $66,914-31.6% |
| Participation rate | 88.9% | 85.5%+3.4pp | 87.5%+1.4pp | 69.8%+19.1pp |
| Annual return | -12.02% | -10.82%-1.2pp | 3.33%-15.3pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,735 | $4,180-58.5% | $6,166-71.9% | $2,544-31.8% |
| Participant deferral / active EE | $2,232 | $6,641-66.4% | $8,363-73.3% | $4,237-47.3% |
| Admin fee / account holder | $76 | $630-87.9% | $11,616-99.3% | $593-87.2% |