Filed September 16, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $19,001 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $5,781 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,539 | $50,106-39.1% | $70,014-56.4% | $57,658-47.0% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 5.26% | 14.58%-9.3pp | 12.99%-7.7pp | 5.13%+0.1pp |
| Employer contribution / active EE | $739 | $1,739-57.5% | $2,338-68.4% | $1,974-62.6% |
| Participant deferral / active EE | $1,478 | $2,486-40.5% | $2,931-49.6% | $3,061-51.7% |
| Admin fee / account holder | $77 | $89-13.6% | $4,380-98.2% | $95-18.5% |