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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $11,487 |
BLACK & PINCKARD LLC1 year Filed as: BLACK DIAMOND FINANCIAL ADVISOR Service code 27 305 W. PENNSYLVANIA AVE · TOWSON, MD 21204 | Advisory (Plan) | $7,922 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,340 | $54,541-59.0% | $78,778-71.6% | $70,131-68.1% |
| Participation rate | 88.9% | 60.8%+28.1pp | 69.2%+19.7pp | 69.5%+19.3pp |
| Annual return | 16.90% | 21.07%-4.2pp | 35.62%-18.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,190 | $1,089+9.3% | $1,986-40.1% | $2,342-49.2% |
| Participant deferral / active EE | $2,987 | $2,210+35.2% | $2,958+1.0% | $3,332-10.3% |
| Admin fee / account holder | $175 | $3,709-95.3% | $5,134-96.6% | $4,645-96.2% |