Filed December 23, 1992
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 | Float revenue; Recordkeeping and info... | $162,640 |
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 |
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 | $57,674 | $80,211-28.1% | $74,183-22.3% | $63,975-9.8% |
| Participation rate | 95.1% | 84.2%+10.9pp | 76.6%+18.4pp | 71.1%+23.9pp |
| Annual return | 9.47% | 14.13%-4.7pp | 17.74%-8.3pp | 48.65%-39.2pp |
| Employer contribution / active EE | $2,012 | $2,553-21.2% | $2,370-15.1% | $2,182-7.8% |
| Participant deferral / active EE | $6,053 | $4,370+38.5% | $3,550+70.5% | $3,356+80.3% |
| Admin fee / account holder | $55 | $67-17.7% | $5,586-99.0% | $70-21.5% |