Filed December 28, 1998
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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Service code 15 · EIN 13-4238973 154 HANSEN ROAD SUITE, 102 · CHARLOTTESVILLE, MD 22911 | Recordkeeping | $67,871 |
SC&H ATTEST SERVICES, P.C.3 years Filed as: SC&H ATTEST SERVICES Service code 15 910 RIDGEBROOK RD · SPARKS, MD 21152 | Recordkeeping | $17,400 |
EVERGREEN ADVISORS, LLC3 years Filed as: EVERGREEN ADVISORS LLC Service code 15 2010 CORPORATE RIDGE · MCLEAN, VA 22102 | Recordkeeping | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,727 | $122,186+57.7% | $146,958+31.1% | $199,593-3.4% |
| Participation rate | 97.9% | 78.3%+19.7pp | 82.2%+15.8pp | 72.0%+26.0pp |
| Annual return | 25.08% | 30.56%-5.5pp | 418.34%-393.3pp | 34.25%-9.2pp |
| Employer contribution / active EE | $5,666 | $4,093+38.4% | $4,933+14.9% | $3,034+86.7% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $53 | $179-70.5% | $12,998-99.6% | $269-80.4% |