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 | Participant loan processing; Sharehol... | $318,156 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,640 | $176,491-48.1% | $95,952-4.5% | $90,288+1.5% |
| Participation rate | 94.9% | 86.6%+8.4pp | 77.1%+17.9pp | 73.4%+21.6pp |
| Annual return | 20.41% | 20.14%+0.3pp | 91.61%-71.2pp | 53.97%-33.6pp |
| Employer contribution / active EE | $2,597 | $2,789-6.9% | $2,541+2.2% | $2,524+2.9% |
| Participant deferral / active EE | $8,207 | $5,340+53.7% | $4,167+97.0% | $4,232+93.9% |
| Admin fee / account holder | $88 | $154-42.8% | $6,795-98.7% | $114-22.8% |