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 |
|---|---|---|
THE PFE GROUP1 year Service code 15 · EIN 52-1199550 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Recordkeeping | $42,104 |
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $26,448 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,558 | $88,122-56.2% | $141,162-72.7% | $67,579-42.9% |
| Participation rate | 81.4% | 76.5%+5.0pp | 82.5%-1.0pp | 71.3%+10.2pp |
| Annual return | 10.31% | 75.40%-65.1pp | 71.39%-61.1pp | 378.56%-368.2pp |
| Employer contribution / active EE | $2,977 | $3,224-7.7% | $4,735-37.1% | $2,148+38.6% |
| Participant deferral / active EE | $3,008 | $5,958-49.5% | $6,709-55.2% | $3,539-15.0% |
| Admin fee / account holder | $212 | $131+61.6% | $10,261-97.9% | $142+48.7% |