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 | Finders' fees / placement fees; Inves... | $89,163 |
AMERICAN FUNDS3+ 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 CORPORATION3+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,544 | $74,552+53.6% | $62,995+81.8% | $69,631+64.5% |
| Participation rate | 94.0% | 78.3%+15.7pp | 74.8%+19.2pp | 70.7%+23.3pp |
| Annual return | 13.09% | 15.77%-2.7pp | 87.57%-74.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $3,039 | $2,929+3.7% | $2,759+10.1% | $2,032+49.5% |
| Participant deferral / active EE | $4,820 | $2,974+62.0% | $3,329+44.8% | $3,224+49.5% |
| Admin fee / account holder | $151 | $59+154.0% | $3,600-95.8% | $110+36.6% |