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.2 years Service code 15 · EIN 52-2136664 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $16,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,655 | $79,523-60.2% | $140,016-77.4% | $56,287-43.8% |
| Participation rate | 87.6% | 85.7%+1.9pp | 87.5%+0.1pp | 69.9%+17.7pp |
| Annual return | 52.79% | 2.39%+50.4pp | 651.12%-598.3pp | -9.96%+62.8pp |
| Employer contribution / active EE | $1,621 | $3,350-51.6% | $5,606-71.1% | $2,111-23.2% |
| Participant deferral / active EE | $4,717 | $5,129-8.0% | $6,927-31.9% | $3,350+40.8% |
| Admin fee / account holder | $88 | $614-85.7% | $10,705-99.2% | $521-83.2% |