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 · EIN 13-4238973 154 HANSEN ROAD SUITE, 102 · CHARLOTTESVILLE, MD 22911 | Recordkeeping | $56,326 |
STOUT, CAUSEY & HORNING, P.A.4+ years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $29,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,262 | $88,874+11.7% | $123,544-19.7% | $75,289+31.8% |
| Participation rate | 97.4% | 75.9%+21.6pp | 82.3%+15.2pp | 72.4%+25.0pp |
| Annual return | 21.79% | 4.22%+17.6pp | 119.20%-97.4pp | -0.04%+21.8pp |
| Employer contribution / active EE | $4,770 | $3,256+46.5% | $4,628+3.1% | $2,405+98.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $71 | $95-25.2% | $9,284-99.2% | $102-30.9% |