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 | Recordkeeping and information managem... | $214,169 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,415 | $88,730-22.9% | $82,313-16.9% | $77,958-12.2% |
| Participation rate | 95.7% | 84.5%+11.1pp | 76.9%+18.8pp | 71.6%+24.0pp |
| Annual return | 20.70% | 20.88%-0.2pp | 25.88%-5.2pp | 20.87%-0.2pp |
| Employer contribution / active EE | $2,219 | $2,758-19.5% | $2,428-8.6% | $2,310-4.0% |
| Participant deferral / active EE | $6,489 | $4,634+40.0% | $3,706+75.1% | $3,537+83.5% |
| Admin fee / account holder | $70 | $74-5.8% | $5,608-98.8% | $97-28.4% |