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 fees; Participant loan ... | $258,238 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $77,959 | $105,247-25.9% | $87,100-10.5% | $77,787+0.2% |
| Participation rate | 94.4% | 85.8%+8.6pp | 76.9%+17.6pp | 73.2%+21.2pp |
| Annual return | 25.71% | 24.52%+1.2pp | 28.19%-2.5pp | 32.57%-6.9pp |
| Employer contribution / active EE | $2,478 | $2,895-14.4% | $2,521-1.7% | $2,504-1.0% |
| Participant deferral / active EE | $7,659 | $5,060+51.4% | $4,049+89.2% | $3,967+93.1% |
| Admin fee / account holder | $75 | $104-28.5% | $7,497-99.0% | $100-25.3% |