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 | Sales loads (front end and deferred);... | $12,411 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $74,252 | $50,637+46.6% | $86,590-14.2% | $62,292+19.2% |
| Participation rate | 86.0% | 67.9%+18.1pp | 73.5%+12.5pp | 69.5%+16.5pp |
| Annual return | 18.63% | 20.80%-2.2pp | 964.84%-946.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $4,180 | $2,075+101.4% | $2,839+47.2% | $2,042+104.7% |
| Participant deferral / active EE | $6,815 | $2,611+161.0% | $3,609+88.8% | $3,169+115.0% |
| Admin fee / account holder | $45 | $413-89.2% | $4,906-99.1% | $479-90.7% |