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 | $42,345 |
STOUT, CAUSEY & HORNING, P.A.5+ years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $29,322 |
WHITEFORD, TAYLOR & PRESTON, LLP5+ years Service code 29 · EIN 52-0619214 7 SAINT PAUL STREET · BALTIMORE, MA 212021636 | Legal | $9,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,628 | $101,523+10.0% | $141,162-20.9% | $77,787+43.5% |
| Participation rate | 97.7% | 77.4%+20.3pp | 82.5%+15.2pp | 73.2%+24.4pp |
| Annual return | 27.38% | 56.22%-28.8pp | 71.39%-44.0pp | 32.57%-5.2pp |
| Employer contribution / active EE | $4,619 | $3,341+38.3% | $4,735-2.4% | $2,504+84.4% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $58 | $92-36.9% | $10,261-99.4% | $100-42.3% |