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 LLC8 years Filed as: BLACK DIAMOND FINANCIAL ADVISOR Service code 27 305 W. PENNSYLVANIA AVE · TOWSON, MD 21204 | Advisory (Plan) | $16,474 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,540 |
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 | $31,292 | $71,050-56.0% | $93,606-66.6% | $80,856-61.3% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.8pp | 67.6%+26.9pp |
| Annual return | 14.60% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $976 | $1,564-37.6% | $2,420-59.7% | $2,755-64.6% |
| Participant deferral / active EE | $4,719 | $4,034+17.0% | $4,411+7.0% | $4,296+9.8% |
| Admin fee / account holder | $208 | $6,945-97.0% | $8,285-97.5% | $6,918-97.0% |