Filed January 3, 2005
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 loan processing; Recordke... | $48,783 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $20,138 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $83,832 | $62,324+34.5% | $68,509+22.4% | $55,191+51.9% |
| Participation rate | 93.1% | 78.9%+14.3pp | 74.7%+18.4pp | 69.2%+24.0pp |
| Annual return | 2.13% | 4.26%-2.1pp | 8.27%-6.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,193 | $2,223-1.3% | $2,278-3.7% | $1,899+15.5% |
| Participant deferral / active EE | $5,358 | $3,425+56.4% | $3,382+58.4% | $3,046+75.9% |
| Admin fee / account holder | $79 | $91-13.9% | $5,275-98.5% | $91-13.3% |