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 | $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% |