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 CONSULTANTS10+ years Service code 28 6 NORTH PARK DR · HUNT VALLEY, MD 21030 | Investment Management | $45,504 |
TRANSITION FINANCE STRATEGIES, LLC10+ years Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $32,710 |
ELLIN & TUCKER, CHARTERED10+ years Service code 10 · EIN 52-0959934 100 S. CHARLES ST · BALTIMORE, MD 212012714 | Accounting | $0 |
GORDON FEINBLATT LLC10+ years Filed as: GORDON FEINBLATT, LLC Service code 29 1001 FLEET STREET · BALTIMORE, MD 21202 | Legal | $0 |
RSM US LLP5 years Service code 34 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Valuation (appraisals, etc.) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,267 | $82,917+268.2% | $103,333+195.4% | $77,643+293.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 6.32% | 19.13%-12.8pp | 24.88%-18.6pp | 31.24%-24.9pp |
| Employer contribution / active EE | $13,736 | $3,552+286.8% | $3,868+255.1% | $2,726+403.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $392 | $638-38.6% | $8,355-95.3% | $430-8.9% |