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.1 year Service code 15 300 E. JOPPA RD. · TOWNSON, MD 21286 | Recordkeeping | $2,055 |
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 | $58,738 | $58,7260% | $92,233-36.3% | $62,292-5.7% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.5%+9.0pp | 69.5%+15.9pp |
| Annual return | 19.83% | 43.62%-23.8pp | 176.28%-156.4pp | 28.90%-9.1pp |
| Employer contribution / active EE | $3,167 | $2,392+32.4% | $3,679-13.9% | $2,042+55.1% |
| Participant deferral / active EE | $5,116 | $2,766+85.0% | $3,897+31.3% | $3,169+61.4% |
| Admin fee / account holder | $18 | $556-96.7% | $5,194-99.6% | $479-96.2% |