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 6-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 | Float revenue; Finders' fees / placem... | $63,884 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $25,073 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT Service code 16 · EIN 26-3521867 | Consulting | $8,805 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SECURITIES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,935 | $75,284-64.2% | $91,001-70.4% | $69,631-61.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | -79.16% | 48.40%-127.6pp | 4.60%-83.8pp | 27571.02%-27650.2pp |
| Employer contribution / active EE | $2,741 | $2,473+10.8% | $2,456+11.6% | $2,032+34.9% |
| Participant deferral / active EE | $8,689 | $3,700+134.9% | $3,547+144.9% | $3,224+169.5% |
| Admin fee / account holder | $129 | $111+17.1% | $5,417-97.6% | $110+17.3% |