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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $14,784 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $6,000 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $5,737 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,209 | $66,528-23.0% | $86,874-41.1% | $86,799-41.0% |
| Participation rate | 93.2% | 72.4%+20.9pp | 71.6%+21.6pp | 72.3%+20.9pp |
| Annual return | 11.35% | 19.56%-8.2pp | 63.52%-52.2pp | 97.91%-86.6pp |
| Employer contribution / active EE | $808 | $2,007-59.8% | $2,495-67.6% | $2,405-66.4% |
| Participant deferral / active EE | $1,684 | $3,240-48.0% | $3,699-54.5% | $4,131-59.2% |
| Admin fee / account holder | $74 | $148-50.0% | $5,828-98.7% | $170-56.3% |