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 9-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 |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 2800 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Advisory (Participants) | $29,116 |
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 15 · EIN 52-2136664 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $15,883 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,746 | $71,192+0.8% | $117,854-39.1% | $62,292+15.2% |
| Participation rate | 82.7% | 74.2%+8.5pp | 79.7%+3.0pp | 69.5%+13.2pp |
| Annual return | 18.94% | 18.66%+0.3pp | 335.08%-316.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $834 | $1,934-56.9% | $3,786-78.0% | $2,042-59.2% |
| Participant deferral / active EE | $2,999 | $3,189-5.9% | $4,482-33.1% | $3,169-5.4% |
| Admin fee / account holder | $433 | $587-26.3% | $8,020-94.6% | $479-9.7% |