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 |
|---|---|---|
GARDNER RUSSO1+ years Filed as: GARDNER RUSSO & GARDNER Service code 51 · EIN 23-1880726 | Investment Mgmt Fees | $20,520 |
FULTON FINANCIAL ADVISORS1+ years Service code 21 · EIN 23-3037647 | Bank Trustee | $14,473 |
R. P. MILLS ASSOCIATES, INC.1+ years Service code 15 · EIN 23-1706388 | Recordkeeping | $8,992 |
ROSS BUEHLER FALK & COMPANY LLP1+ years Filed as: ROSS, BUEHLER, FALK & COMPANY, LLP Service code 10 · EIN 23-2327390 | Accounting | $5,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,743 | $58,828-18.8% | $77,999-38.8% | $62,891-24.1% |
| Participation rate | 77.8% | 71.1%+6.7pp | 75.5%+2.3pp | 69.3%+8.5pp |
| Annual return | 0.34% | 17.16%-16.8pp | 425.96%-425.6pp | 20.14%-19.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $912 | $2,686-66.0% | $3,497-73.9% | $3,203-71.5% |
| Admin fee / account holder | $506 | $4,393-88.5% | $5,480-90.8% | $4,296-88.2% |