Filed May 21, 2008
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 | Participant communication; Float reve... | $198,178 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,816 | $55,516+38.4% | $75,781+1.4% | $59,188+29.8% |
| Participation rate | 41.3% | 73.6%-32.3pp | 75.8%-34.5pp | 69.4%-28.1pp |
| Annual return | 1.51% | -1.89%+3.4pp | 9.68%-8.2pp | 5.51%-4.0pp |
| Employer contribution / active EE | $799 | $2,604-69.3% | $3,323-75.9% | $2,098-61.9% |
| Participant deferral / active EE | $2,240 | $2,599-13.8% | $3,651-38.7% | $3,265-31.4% |
| Admin fee / account holder | $202 | $110+83.6% | $5,299-96.2% | $92+119.0% |