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 CONSULTANTS7+ years Service code 28 6 NORTH PARK DR · HUNT VALLEY, MD 21030 | Investment Management | $37,549 |
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $24,230 |
RSM US LLP2 years Service code 34 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Valuation (appraisals, etc.) | $21,000 |
ELLIN & TUCKER, CHARTERED7+ years Service code 10 · EIN 52-0959934 100 S. CHARLES ST · BALTIMORE, MD 212012714 | Accounting | $19,395 |
GORDON FEINBLATT LLC7+ years Filed as: GORDON FEINBLATT, LLC Service code 29 1001 FLEET STREET · BALTIMORE, MD 21202 | Legal | $8,564 |
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.)
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 | $303,125 | $77,660+290.3% | $109,143+177.7% | $79,386+281.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 15.98% | 23.44%-7.5pp | 25.75%-9.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $370 | $732-49.5% | $6,752-94.5% | $626-40.9% |