Filed September 11, 2007
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 |
|---|---|---|
ALICIA BENSON1 year Filed as: ALICIA S KONG Service code 55 3448 ELLICOTT CENTER DRIVE · ELLICOTT CITY, MD 21043 | Other Commissions | $8,555 |
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 | $58,237 | $48,076+21.1% | $78,689-26.0% | $62,891-7.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.43% | 31.35%-21.9pp | 62.18%-52.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $7,123 | $2,015+253.6% | $2,851+149.9% | $2,281+212.3% |
| Participant deferral / active EE | $7,280 | $2,588+181.3% | $3,517+107.0% | $3,203+127.3% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |