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 |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.5+ years Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $36,925 |
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 | $146,839 | $52,953+177.3% | $172,739-15.0% | $65,185+125.3% |
| Participation rate | 82.8% | 66.2%+16.6pp | 82.6%+0.2pp | 70.2%+12.6pp |
| Annual return | 24.28% | 30.12%-5.8pp | 802.84%-778.6pp | 29.38%-5.1pp |
| Employer contribution / active EE | $7,432 | $2,190+239.4% | $5,143+44.5% | $2,177+241.5% |
| Participant deferral / active EE | $6,084 | $2,471+146.3% | $5,198+17.1% | $3,514+73.2% |
| Admin fee / account holder | $205 | $472-56.5% | $13,954-98.5% | $847-75.8% |