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 | $28,756 |
BAKER MEEKINS, INC.3+ years Filed as: BAKER-MEEKINS & COMPANY Service code 27 1404 FRONT AVENUE · LUTHERVILLE, MD 21093 | Advisory (Plan) | $14,484 |
STOUT, CAUSEY & HORNING, P.A.3+ years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $14,400 |
WHITEFORD, TAYLOR & PRESTON, LLP3+ years Service code 29 7 SAINT PAUL ST · BALTIMORE, MD 21202 | Legal | $1,570 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,102 | $155,795-34.5% | $136,294-25.1% | $69,631+46.6% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 34.01% | 232464.33%-232430.3pp | 5155.94%-5121.9pp | 27571.02%-27537.0pp |
| Employer contribution / active EE | $4,726 | $2,991+58.0% | $4,695+0.6% | $2,032+132.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $57 | $128-55.7% | $9,243-99.4% | $110-48.6% |