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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS5+ years Service code 28 6 NORTH PARK DR · HUNT VALLEY, MD 21030 | Investment Management | $28,106 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $26,704 |
ELLIN & TUCKER, CHARTERED5+ years Service code 10 · EIN 52-0959934 100 S. CHARLES ST · BALTIMORE, MD 212012714 | Accounting | $18,000 |
FMI CAPITAL ADVISORS, INC.5+ years Service code 34 5171 GLENWOOD AVE · RALEIGH, NC 27612 | Valuation (appraisals, etc.) | $13,100 |
GORDON FEINBLATT LLC5+ years Filed as: GORDON FEINBLATT, LLC Service code 29 233 EAST REDWOOD ST · BALTIMORE, MD 21202 | Legal | $11,974 |
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 | $274,955 | $63,114+335.6% | $92,893+196.0% | $65,185+321.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 21.56% | 28.75%-7.2pp | 109.41%-87.9pp | 29.38%-7.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $335 | $624-46.2% | $5,794-94.2% | $847-60.4% |