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 |
|---|---|---|
MGA CONSULTANTS, INC.1 year Service code 13 6031 UNIVERSITY BLVD · ELLICOTT CITY, MD 210436097 | Contract Administrator | $16,250 |
Filed as: THE PROSPERITY CONSULTING GROUP LLC Service code 27 10055 RED RUN BLVD · OWINGS MILLS, MD 21117 | Advisory (Plan) | $9,071 |
Filed as: POLLARD & ASSOCIATES, INC Service code 13 ONE NORTH PARK DR · HUNT VALLEY, MD 21030 | Contract Administrator | $7,800 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,354 |
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 | $6,181 | $57,354-89.2% | $83,848-92.6% | $64,186-90.4% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | -19.39% | 11.38%-30.8pp | 850.88%-870.3pp | 7.63%-27.0pp |
| Employer contribution / active EE | $10,088 | $2,545+296.3% | $3,631+177.8% | $2,381+323.7% |
| Participant deferral / active EE | $1,447 | $2,993-51.7% | $4,082-64.5% | $3,470-58.3% |
| Admin fee / account holder | $286 | $4,046-92.9% | $5,478-94.8% | $4,888-94.1% |