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, INC3+ years Filed as: PSA INSURANCE & FINANCIAL SERVICE Service code 15 · EIN 52-1199550 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Recordkeeping | $38,495 |
CDM RETIREMENT CONSULTANTS, INC.3+ years Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $22,545 |
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 | $35,147 | $75,388-53.4% | $123,544-71.6% | $55,725-36.9% |
| Participation rate | 80.7% | 75.7%+5.0pp | 82.3%-1.6pp | 70.9%+9.8pp |
| Annual return | 9.44% | 4.48%+5.0pp | 119.20%-109.8pp | 244.93%-235.5pp |
| Employer contribution / active EE | $2,545 | $3,063-16.9% | $4,628-45.0% | $2,078+22.5% |
| Participant deferral / active EE | $3,039 | $5,651-46.2% | $6,426-52.7% | $3,356-9.4% |
| Admin fee / account holder | $200 | $120+67.0% | $9,284-97.8% | $115+73.6% |