Filed October 17, 2018
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 |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.1 year Service code 15 · EIN 52-2136664 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $8,804 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,332 | $89,739-72.9% | $149,718-83.7% | $62,292-60.9% |
| Participation rate | 89.8% | 85.1%+4.7pp | 87.1%+2.7pp | 69.5%+20.3pp |
| Annual return | 25.34% | 21.01%+4.3pp | 1501.63%-1476.3pp | 28.90%-3.6pp |
| Employer contribution / active EE | $1,512 | $3,233-53.2% | $5,445-72.2% | $2,042-26.0% |
| Participant deferral / active EE | $3,819 | $4,797-20.4% | $6,569-41.9% | $3,169+20.5% |
| Admin fee / account holder | $59 | $551-89.3% | $11,283-99.5% | $479-87.7% |