Filed August 16, 2024 (most recent of 16 filings on file)
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 | Claims processing; Recordkeeping and ... | $84,713 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $81,700 | $52,670+55.1% | $90,404-9.6% | $73,409+11.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 13.64% | 20.70%-7.1pp | 1293.02%-1279.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $4,013 | $1,872+114.4% | $3,262+23.0% | $2,234+79.7% |
| Participant deferral / active EE | $5,454 | $2,807+94.3% | $3,963+37.6% | $3,805+43.3% |
| Admin fee / account holder | $117 | $117+0.6% | $5,611-97.9% | $158-25.6% |