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 | $58,819 |
STOUT, CAUSEY & HORNING, P.A.6+ years Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $29,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,781 | $127,481+0.2% | $149,696-14.6% | $90,288+41.5% |
| Participation rate | 98.2% | 78.2%+20.0pp | 82.5%+15.7pp | 73.4%+24.8pp |
| Annual return | 27.11% | 57.78%-30.7pp | 276.60%-249.5pp | 53.97%-26.9pp |
| Employer contribution / active EE | $5,171 | $3,448+50.0% | $4,644+11.3% | $2,524+104.8% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $59 | $152-61.4% | $9,309-99.4% | $114-48.7% |