Filed November 18, 2008 (most recent of 4 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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 16 1110 OPAL COURT · HAGERSTOWN, MD 21740 | Consulting | $32,594 |
TATE & TRYON1+ years Filed as: TATE AND TYRON Service code 10 2021 L ST NW · WASHINGTON, DC 20036 | Accounting | $9,235 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,044 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,890 |
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 | $200,218 | $38,925+414.4% | $73,843+171.1% | $55,191+262.8% |
| Participation rate | 97.4% | 66.0%+31.4pp | 73.4%+24.0pp | 69.2%+28.2pp |
| Annual return | 0.56% | 6.31%-5.8pp | 2267.84%-2267.3pp | 10.78%-10.2pp |
| Employer contribution / active EE | $6,190 | $1,695+265.2% | $2,787+122.1% | $1,899+226.0% |
| Participant deferral / active EE | $11,778 | $2,351+401.0% | $3,583+228.7% | $3,046+286.6% |
| Admin fee / account holder | $158 | $83+90.2% | $4,880-96.8% | $91+73.6% |