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 communication; Sales load... | $86,170 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $20,073 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 27 · EIN 26-3521867 | Advisory (Plan) | $12,105 |
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 |
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 | $96,755 | $75,284+28.5% | $91,001+6.3% | $69,631+39.0% |
| Participation rate | 94.7% | 80.4%+14.3pp | 75.6%+19.1pp | 70.7%+24.0pp |
| Annual return | 18.05% | 48.40%-30.4pp | 4.60%+13.4pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $2,483 | $2,473+0.4% | $2,456+1.1% | $2,032+22.2% |
| Participant deferral / active EE | $6,259 | $3,700+69.2% | $3,547+76.4% | $3,224+94.1% |
| Admin fee / account holder | $115 | $111+4.0% | $5,417-97.9% | $110+4.2% |