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, INC2+ years Filed as: PSA INSURANCE & FINANCIAL SERVICE Service code 15 · EIN 52-1199550 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Recordkeeping | $32,299 |
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $23,018 |
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 | $33,251 | $155,795-78.7% | $136,294-75.6% | $69,631-52.2% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.5pp | 70.7%+11.7pp |
| Annual return | 12.41% | 232464.33%-232451.9pp | 5155.94%-5143.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $2,550 | $2,991-14.7% | $4,695-45.7% | $2,032+25.5% |
| Participant deferral / active EE | $2,981 | $5,394-44.7% | $6,247-52.3% | $3,224-7.5% |
| Admin fee / account holder | $197 | $128+53.9% | $9,243-97.9% | $110+78.8% |