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 |
|---|---|---|
BLACK & PINCKARD LLC7 years Filed as: BLACK DIAMOND FINANCIAL ADVISOR Service code 27 305 W. PENNSYLVANIA AVE · TOWSON, MD 21204 | Advisory (Plan) | $13,443 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,295 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,793 | $65,561-57.6% | $86,188-67.8% | $75,163-63.0% |
| Participation rate | 93.8% | 60.5%+33.3pp | 69.0%+24.9pp | 67.2%+26.6pp |
| Annual return | 17.67% | 46.05%-28.4pp | 1168.45%-1150.8pp | 160.62%-142.9pp |
| Employer contribution / active EE | $230 | $1,553-85.2% | $2,380-90.3% | $2,670-91.4% |
| Participant deferral / active EE | $4,676 | $3,024+54.6% | $3,985+17.3% | $4,125+13.3% |
| Admin fee / account holder | $198 | $5,474-96.4% | $6,852-97.1% | $5,651-96.5% |