See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $88,108 |
FAKTOROW, BARNETT & BRUNNER LLC CPA1 year Filed as: FAKTOROW AND BARNETT LLC Service code 10 100 B CENTRE BLVD. · MARLTON, NJ 08053 | Accounting | $14,000 |
IBEW-NECA SERVICE CENTER3+ years Filed as: IBEW LOCAL UNION 94 Service code 50 219 FRANKLIN ST. · HIGHTSTOWN, NJ 08520 | Direct Payment | $7,386 |
COHEN & STEERS3+ years Filed as: COHEN, LEDER, MONTALBANO & CONNAUGH Service code 29 1700 GALLOPING HILL ROAD · KENILWORTH, NJ 07033 | Legal | $4,395 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,447 | $159,202-96.6% | $97,995-94.4% | $77,958-93.0% |
| Participation rate | 99.7% | 91.5%+8.2pp | 82.4%+17.3pp | 71.6%+28.0pp |
| Annual return | 13.57% | 28.47%-14.9pp | 23.94%-10.4pp | 20.87%-7.3pp |
| Employer contribution / active EE | $829 | $4,224-80.4% | $4,158-80.1% | $2,310-64.1% |
| Participant deferral / active EE | $236 | $7,461-96.8% | $5,097-95.4% | $3,537-93.3% |
| Admin fee / account holder | $54 | $83-34.9% | $5,943-99.1% | $97-44.8% |