Filed March 20, 2003
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 | Distribution (12b-1) fees; Recordkeep... | $55,351 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND CONSULTING LLP Service code 16 15 RAYMOND AVE SUITE 200 · PASADENA, CA 91105 | Consulting | $30,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $107,784 | $68,408+57.6% | $57,179+88.5% | $57,658+86.9% |
| Participation rate | 89.1% | 79.1%+9.9pp | 75.3%+13.7pp | 70.2%+18.8pp |
| Annual return | 7.30% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,720 | $2,869-5.2% | $2,682+1.4% | $1,974+37.8% |
| Participant deferral / active EE | $4,178 | $2,903+43.9% | $3,096+34.9% | $3,061+36.5% |
| Admin fee / account holder | $144 | $70+107.2% | $3,139-95.4% | $95+52.7% |