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 |
|---|---|---|
NWPS4 years Service code 37 · EIN 91-2090931 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $24,514 |
ELLIN & TUCKER, CHARTERED9+ years Filed as: ELLIN AND TUCKER Service code 10 · EIN 52-0959934 30 WEST PATRICK STREET · FREDERICK, MD 21701 | Accounting | $14,000 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 650 S. EXETER STREET · BALTIMORE, MD 21202 | Advisory (Participants) | $8,011 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,338 | $92,971-65.2% | $96,683-66.6% | $74,419-56.5% |
| Participation rate | 75.6% | 71.5%+4.0pp | 74.3%+1.2pp | 70.7%+4.8pp |
| Annual return | 14.25% | 37.49%-23.2pp | 35.69%-21.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $170 | $3,426-95.0% | $3,737-95.5% | $2,637-93.6% |
| Participant deferral / active EE | $2,551 | $3,970-35.7% | $4,878-47.7% | $4,528-43.7% |
| Admin fee / account holder | $175 | $633-72.4% | $6,730-97.4% | $348-49.7% |