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 |
|---|---|---|
Filed as: ASSOCIATED ADMIINSTRATORS Service code 13 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $120,530 |
BOLTON PARTNERS, INC.6 years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 100 LIGHT STREET · BALTIMORE, MD 21202 | Actuarial | $71,193 |
BATOFF ASSOCIATES, P.A.2 years Filed as: BATOFF ASSOCIATES PA Service code 29 · EIN 52-1667847 909 SAINT PAUL STREET · BALTIMORE, MD 21202 | Legal | $49,209 |
PENSION ASSURANCE LLP10+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 1200 K STREET NW SUITE 580 · WASHINGTON, DC 20005 | Insurance services | $38,369 |
BOLTON PARTNERS, INC.5 years Filed as: BOLTON PARTNERS CONSULTING GROUP Service code 27 · EIN 52-1871508 100 LIGHT STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $26,502 |
IRA MARC MILLER AND CO PA10+ years Service code 10 · EIN 05-0523439 1340 SMITH AVENUE SUITE 200 · BALTIMORE, MD 21209 | Accounting | $18,500 |
Service code 23 300 S WACKEER DR #1250 · CHICAGO, IL 60606 | Insurance services | $8,745 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 65 PO BOX 609 · PITTSBURGH, PA 15230 | Account Maintenance | $6,661 |
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.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.62% | 9.24%+1.4pp | 9.65%+1.0pp | 10.71%-0.1pp |
| Employer contribution / active EE | $7,632 | $14,215-46.3% | $26,259-70.9% | $14,986-49.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |