Filed August 7, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA INSURANCE & FINANCIAL SERVICE Service code 15 · EIN 52-1199550 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Recordkeeping | $28,270 |
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $22,828 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,254 | $80,177-64.8% | $123,892-77.2% | $57,658-51.0% |
| Participation rate | 86.7% | 74.4%+12.2pp | 81.4%+5.3pp | 70.2%+16.4pp |
| Annual return | 0.35% | 17.90%-17.6pp | 47.52%-47.2pp | 5.13%-4.8pp |
| Employer contribution / active EE | $2,665 | $2,913-8.5% | $4,617-42.3% | $1,974+35.0% |
| Participant deferral / active EE | $2,994 | $5,130-41.6% | $5,984-50.0% | $3,061-2.2% |
| Admin fee / account holder | $190 | $106+78.7% | $8,357-97.7% | $95+100.9% |