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 |
|---|---|---|
Service code 15 154 HANSEN ROAD SUITE, 102 · CHARLOTTESVILLE, MD 22911 | Recordkeeping | $38,418 |
STOUT, CAUSEY & HORNING, P.A.1+ years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $14,100 |
BAKER MEEKINS, INC.1+ years Filed as: BAKER-MEEKINS & COMPANY Service code 27 1404 FRONT AVENUE · LUTHERVILLE, MD 21093 | Advisory (Plan) | $13,939 |
WHITEFORD, TAYLOR & PRESTON, LLP1+ years Service code 29 7 SAINT PAUL ST · BALTIMORE, MD 21202 | Legal | $6,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,488 | $88,324-16.8% | $115,037-36.1% | $55,191+33.2% |
| Participation rate | 98.4% | 72.5%+25.9pp | 81.4%+17.1pp | 69.2%+29.3pp |
| Annual return | 11.47% | 6.30%+5.2pp | 26.14%-14.7pp | 10.78%+0.7pp |
| Employer contribution / active EE | $4,945 | $2,805+76.3% | $4,608+7.3% | $1,899+160.4% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $83 | $105-21.3% | $8,175-99.0% | $91-8.7% |