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 10-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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $20,487 |
ELLIN & TUCKER, CHARTERED5+ years Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 400 E. PRATT ST · BALTIMORE, MD 21202 | Accounting | $12,900 |
Service code 22 · EIN 20-1021502 801-11 COMPASS WAY · ANNAPOLIS, MD 21401 | Insurance Broker | $7,500 |
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 | $50,401 | $69,362-27.3% | $101,248-50.2% | $73,488-31.4% |
| Participation rate | 87.9% | 68.4%+19.5pp | 75.8%+12.1pp | 70.7%+17.3pp |
| Annual return | 14.25% | 18.46%-4.2pp | 46.47%-32.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $4,865 | $2,628+85.1% | $3,660+32.9% | $2,270+114.3% |
| Participant deferral / active EE | $1,832 | $3,300-44.5% | $4,370-58.1% | $3,740-51.0% |
| Admin fee / account holder | $278 | $704-60.5% | $5,945-95.3% | $513-45.8% |