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 LLC4+ years Filed as: GORDON FEINBLATT, LLC Service code 29 233 EAST REDWOOD ST · BALTIMORE, MD 21202 | Legal | $27,190 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $25,513 |
ASSET STRATEGY CONSULTANTS4+ years Service code 28 6 NORTH PARK DR · HUNT VALLEY, MD 21030 | Investment Management | $23,241 |
ELLIN & TUCKER, CHARTERED4+ years Service code 10 · EIN 52-0959934 100 S. CHARLES ST · BALTIMORE, MD 212012714 | Accounting | $21,122 |
FMI CAPITAL ADVISORS, INC.4+ years Service code 34 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Valuation (appraisals, etc.) | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,667 | $55,449+370.1% | $83,848+210.9% | $56,287+363.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 20.23% | -1.38%+21.6pp | 850.88%-830.6pp | -9.96%+30.2pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $420 | $656-36.0% | $5,478-92.3% | $521-19.4% |