Filed April 20, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY LLC Service code 10 200 INTERNATIONAL CIRCLE · HUNT VALLEY, MD 21030 | Accounting | $47,600 |
BALDWIN LAW GROUP3+ years Filed as: BALDWIN LAW GROUP LLP Service code 29 600 FAIRMOUNT AVE · BALTIMORE, MD 21286 | Legal | $20,504 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS INC Service code 16 100 LIGHT STREET · BALTIMORE, MD 21202 | Consulting | $7,500 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $768 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,586 | $50,637+157.9% | $86,590+50.8% | $62,292+109.6% |
| Participation rate | 95.0% | 67.9%+27.1pp | 73.5%+21.4pp | 69.5%+25.5pp |
| Annual return | 17.29% | 20.80%-3.5pp | 964.84%-947.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $13,603 | $2,075+555.5% | $2,839+379.1% | $2,042+566.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $176 | $413-57.4% | $4,906-96.4% | $479-63.3% |