Filed December 22, 2005 (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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: PRICE,/BROWN Service code 49 901 SOUTH BOND STREET · BALTIMORE, MD 21231 | Other Services | $34,511 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $190 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $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 | $112,425 | $45,152+149.0% | $73,843+52.2% | $59,632+88.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.71% | 27.40%-29.1pp | 2267.84%-2269.6pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $8,155 | $1,902+328.8% | $2,787+192.6% | $2,203+270.2% |
| Participant deferral / active EE | $6,994 | $2,574+171.7% | $3,583+95.2% | $3,192+119.1% |
| Admin fee / account holder | $2 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |