Filed March 23, 2016 (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 |
|---|---|---|
Service code 99 1215 YORK RD · LUTHERVILLE, MD 21093 | Other Fees | $11,666 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $320 |
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 | $152,220 | $79,523+91.4% | $140,016+8.7% | $56,287+170.4% |
| Participation rate | 97.4% | 85.7%+11.6pp | 87.5%+9.9pp | 69.9%+27.5pp |
| Annual return | -5.39% | 2.39%-7.8pp | 651.12%-656.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $7,055 | $3,350+110.6% | $5,606+25.9% | $2,111+234.2% |
| Participant deferral / active EE | $3,320 | $5,129-35.3% | $6,927-52.1% | $3,350-0.9% |
| Admin fee / account holder | $68 | $614-88.9% | $10,705-99.4% | $521-86.9% |