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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $107,923 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 100 LIGHT STREET · BALTIMORE, MD 21202 | Actuarial | $68,077 |
BATOFF ASSOCIATES, P.A.3 years Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 S CHARLES STREET · BALTIMORE, MD 21201 | Legal | $55,808 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS CONSULTING GROUP Service code 27 · EIN 52-1871508 100 LIGHT STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $22,267 |
Filed as: YORK INSURANCW SERVICES INC Service code 23 2011 ROCK SPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $10,600 |
Filed as: PENSION BENFIT GUARANTY CORP Service code 23 · EIN 52-1042410 1200 K STREET NW SUITE 580 · WASHINGTON, DC 20005 | Insurance services | $3,868 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -16.05% | -8.26%-7.8pp | -5.84%-10.2pp | 2.77%-18.8pp |
| Employer contribution / active EE | $6,418 | $12,543-48.8% | $31,839-79.8% | $15,262-57.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |