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 | Finders' fees / placement fees; Direc... | $277,993 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $63,754 | $78,852-19.1% | $76,768-17.0% | $75,289-15.3% |
| Participation rate | 94.4% | 85.0%+9.4pp | 77.0%+17.4pp | 72.4%+21.9pp |
| Annual return | -4.17% | -1.29%-2.9pp | 2.43%-6.6pp | -0.04%-4.1pp |
| Employer contribution / active EE | $2,431 | $2,794-13.0% | $2,485-2.2% | $2,405+1.1% |
| Participant deferral / active EE | $7,388 | $4,800+53.9% | $3,852+91.8% | $3,739+97.6% |
| Admin fee / account holder | $85 | $79+7.1% | $6,675-98.7% | $102-17.3% |