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 | $30,480 |
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 | $172,563 | $98,982+74.3% | $162,163+6.4% | $65,185+164.7% |
| Participation rate | 95.0% | 85.8%+9.3pp | 87.6%+7.5pp | 70.2%+24.8pp |
| Annual return | 21.89% | 24.84%-2.9pp | 115.59%-93.7pp | 29.38%-7.5pp |
| Employer contribution / active EE | $7,640 | $3,467+120.4% | $5,614+36.1% | $2,177+251.0% |
| Participant deferral / active EE | $3,835 | $5,384-28.8% | $7,298-47.5% | $3,514+9.1% |
| Admin fee / account holder | $156 | $596-73.9% | $10,843-98.6% | $847-81.6% |