Filed March 7, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
FINANICAL COUNCIL, INC.1+ years Service code 26 · EIN 52-1612052 205 EAST JOPPA ROAD, SUITE 109 · TOWSON, MD 21286 | Advisory (Participants) | $36,036 |
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 37 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $13,546 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,802 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES, INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $58,777 | $57,096+2.9% | $94,224-37.6% | $55,191+6.5% |
| Participation rate | 96.1% | 75.7%+20.5pp | 78.8%+17.4pp | 69.2%+27.0pp |
| Annual return | 2.45% | 159.65%-157.2pp | 10.68%-8.2pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,444 | $1,708-15.5% | $3,587-59.7% | $1,899-24.0% |
| Participant deferral / active EE | $3,050 | $3,165-3.6% | $4,320-29.4% | $3,046+0.1% |
| Admin fee / account holder | $197 | $89+121.0% | $6,269-96.9% | $91+117.2% |