Filed June 30, 2014
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 |
|---|---|---|
GORDON FEINBLATT LLC1+ years Filed as: GORDON FEINBLATT, LLC Service code 29 233 EAST REDWOOD ST · BALTIMORE, MD 21202 | Legal | $53,621 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $26,198 |
ASSET STRATEGY CONSULTANTS1+ years Service code 28 6 NORTH PARK DR · HUNT VALLEY, MD 21030 | Investment Management | $11,750 |
FMI CAPITAL ADVISORS, INC.1+ years Service code 34 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Valuation (appraisals, etc.) | $10,000 |
ELLIN & TUCKER, CHARTERED1+ years Service code 10 · EIN 52-0959934 100 S. CHARLES ST · BALTIMORE, MD 212012714 | Accounting | $6,256 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EVERGREEN CAPITAL, LLC Service code 16 9256 BENDIX RD · COLUMBIA, MD 21045 | Consulting | $2,763 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,874 | $50,464+204.9% | $75,781+103.1% | $52,331+194.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 9.60% | 1.03%+8.6pp | 9.68%-0.1pp | 4.54%+5.1pp |
| Employer contribution / active EE | $207 | $1,988-89.6% | $3,323-93.8% | $1,882-89.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $403 | $1,103-63.5% | $5,299-92.4% | $592-31.9% |