Filed October 30, 2003
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $9,613 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $64,140 | $43,423+47.7% | $78,689-18.5% | $55,167+16.3% |
| Participation rate | 81.3% | 68.0%+13.3pp | 73.6%+7.7pp | 69.0%+12.3pp |
| Annual return | 9.29% | 11.53%-2.2pp | 62.18%-52.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $3,349 | $1,997+67.7% | $2,851+17.5% | $1,963+70.7% |
| Participant deferral / active EE | $5,767 | $2,509+129.9% | $3,517+64.0% | $3,054+88.8% |
| Admin fee / account holder | $33 | $416-92.2% | $4,510-99.3% | $504-93.5% |