See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NWPS4+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $72,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,462 | $66,457+40.6% | $81,382+14.8% | $77,643+20.4% |
| Participation rate | 55.8% | 68.7%-13.0pp | 69.5%-13.7pp | 70.6%-14.8pp |
| Annual return | 15.98% | 15.93%0pp | 24.73%-8.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $855 | $2,159-60.4% | $2,463-65.3% | $2,726-68.6% |
| Participant deferral / active EE | $2,841 | $3,679-22.8% | $3,883-26.8% | $4,647-38.9% |
| Admin fee / account holder | $172 | $583-70.5% | $5,768-97.0% | $430-60.1% |