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 LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $10,750 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $10,154 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $34,928 | $48,261-27.6% | $68,793-49.2% | $55,725-37.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | -2.47% | -2.61%+0.1pp | -4.63%+2.2pp | 244.93%-247.4pp |
| Employer contribution / active EE | $884 | $1,742-49.3% | $2,625-66.3% | $2,078-57.5% |
| Participant deferral / active EE | $1,631 | $2,712-39.9% | $3,311-50.8% | $3,356-51.4% |
| Admin fee / account holder | $68 | $126-46.4% | $5,131-98.7% | $115-41.3% |