Filed November 12, 2002
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 |
|---|---|---|
CALIBRE CPA GROUP PLLC4+ years Service code 10 7501 WISCONSIN AVE # 1200 · BETHESDA, MD 208146531 | Accounting | $40,000 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 501 FAIRMOUNT AVE STE 102 · TOWSON, MD 212865478 | Advisory (Plan) | $37,917 |
PRM CONSULTING INC1 year Filed as: PRM CONSULTING, INC Service code 16 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $5,425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,768 | $88,122+85.8% | $141,162+16.0% | $67,579+142.3% |
| Participation rate | 79.2% | 76.5%+2.8pp | 82.5%-3.3pp | 71.3%+7.9pp |
| Annual return | 4.59% | 75.40%-70.8pp | 71.39%-66.8pp | 378.56%-374.0pp |
| Employer contribution / active EE | $9,458 | $3,224+193.3% | $4,735+99.7% | $2,148+340.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $76 | $131-41.7% | $10,261-99.3% | $142-46.4% |