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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 154 HANSEN ROAD SUITE, 102 · CHARLOTTESVILLE, MD 22911 | Recordkeeping | $49,703 |
Filed as: SC&H ATTEST SERVICES Service code 15 910 RIDGEBROOK RD · SPARKS, MD 21152 | Recordkeeping | $15,500 |
EVERGREEN ADVISORS, LLC1 year Filed as: EVERGREEN ADVISORS LLC Service code 15 2010 CORPORATE RIDGE · MCLEAN, VA 22102 | Recordkeeping | $15,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,512 | $95,388+73.5% | $125,339+32.1% | $77,904+112.5% |
| Participation rate | 98.0% | 78.6%+19.4pp | 82.4%+15.7pp | 73.7%+24.4pp |
| Annual return | 21.43% | 116.19%-94.8pp | 572.05%-550.6pp | 12.21%+9.2pp |
| Employer contribution / active EE | $5,842 | $3,666+59.3% | $4,814+21.4% | $2,848+105.1% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $49 | $119-58.9% | $10,010-99.5% | $133-63.1% |