Filed August 8, 1994
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 9-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 | Sales loads (front end and deferred);... | $4,125 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,111 | $53,925+7.8% | $75,670-23.2% | $69,631-16.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 10.29% | 17.84%-7.5pp | 27.34%-17.1pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $2,045 | $1,802+13.5% | $2,352-13.0% | $2,032+0.6% |
| Participant deferral / active EE | $2,458 | $2,569-4.3% | $3,142-21.8% | $3,224-23.8% |
| Admin fee / account holder | $6 | $97-93.4% | $5,800-99.9% | $110-94.2% |