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 | Direct payment from the plan; Finders... | $58,855 |
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; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,509 | $74,024+16.9% | $77,999+10.9% | $57,658+50.0% |
| Participation rate | 93.4% | 79.7%+13.7pp | 75.5%+17.9pp | 70.2%+23.2pp |
| Annual return | 9.43% | 12.14%-2.7pp | 425.96%-416.5pp | 5.13%+4.3pp |
| Employer contribution / active EE | $2,247 | $2,365-5.0% | $2,470-9.0% | $1,974+13.8% |
| Participant deferral / active EE | $5,727 | $3,533+62.1% | $3,497+63.8% | $3,061+87.1% |
| Admin fee / account holder | $67 | $93-27.8% | $5,480-98.8% | $95-28.8% |