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 | $28,527 |
STOUT, CAUSEY & HORNING, P.A.2+ years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $14,200 |
BAKER MEEKINS, INC.2+ years Filed as: BAKER-MEEKINS & COMPANY Service code 27 1404 FRONT AVENUE · LUTHERVILLE, MD 21093 | Advisory (Plan) | $13,963 |
WHITEFORD, TAYLOR & PRESTON, LLP2+ years Service code 29 7 SAINT PAUL ST · BALTIMORE, MD 21202 | Legal | $3,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,889 | $80,177+12.1% | $123,892-27.4% | $57,658+55.9% |
| Participation rate | 98.8% | 74.4%+24.3pp | 81.4%+17.4pp | 70.2%+28.5pp |
| Annual return | 32.20% | 17.90%+14.3pp | 47.52%-15.3pp | 5.13%+27.1pp |
| Employer contribution / active EE | $5,123 | $2,913+75.9% | $4,617+11.0% | $1,974+159.6% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $66 | $106-37.8% | $8,357-99.2% | $95-30.1% |