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 | $10,873 |
Filed as: LEON E WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 | Recordkeeping | $0 |
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 | $51,628 | $130,194-60.3% | $169,993-69.6% | $71,457-27.8% |
| Participation rate | 87.0% | 86.1%+0.8pp | 87.0%0pp | 67.9%+19.1pp |
| Annual return | 19.47% | 20.37%-0.9pp | 53.37%-33.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,906 | $4,381-56.5% | $6,785-71.9% | $2,588-26.4% |
| Participant deferral / active EE | $2,434 | $6,923-64.8% | $10,408-76.6% | $4,289-43.3% |
| Admin fee / account holder | $74 | $966-92.3% | $12,815-99.4% | $1,587-95.3% |