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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.
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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.4+ years Service code 50 · EIN 52-2136664 300 EAST JOPPA RD · TOWSON, MD 21286 | Direct Payment | $27,044 |
GREENSPRING ADVISORS, LLC3 years Filed as: GREENSPRING ADVISORS Service code 26 · EIN 52-2136664 501 FAIRMOUNT AVE · TOWSON, MD 21286 | Advisory (Participants) | $25,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,566 | $56,972+43.2% | $182,532-55.3% | $65,185+25.1% |
| Participation rate | 78.2% | 66.5%+11.7pp | 78.0%+0.2pp | 70.2%+8.0pp |
| Annual return | 24.27% | 27.67%-3.4pp | 148.54%-124.3pp | 29.38%-5.1pp |
| Employer contribution / active EE | $870 | $1,615-46.1% | $4,076-78.7% | $2,177-60.0% |
| Participant deferral / active EE | $4,995 | $3,526+41.7% | $5,524-9.6% | $3,514+42.2% |
| Admin fee / account holder | $316 | $528-40.1% | $8,592-96.3% | $847-62.7% |