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 |
|---|---|---|
HARBOR3 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 21 · EIN 90-0497525 100 LIGHT STREET, SUITE 1300 · WEEHAWKEN, NJ 07086 | Bank Trustee | $24,409 |
CDM RETIREMENT CONSULTANTS, INC.1 year Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD · TOWSON, MD 21286 | Loan Processing | $7,469 |
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 | $52,010 | $48,570+7.1% | $130,648-60.2% | $72,985-28.7% |
| Participation rate | 98.8% | 58.6%+40.2pp | 71.7%+27.0pp | 69.5%+29.3pp |
| Annual return | 23.81% | 38.63%-14.8pp | 1708.96%-1685.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,727 | $1,334+104.4% | $4,092-33.3% | $2,440+11.8% |
| Participant deferral / active EE | $4,489 | $2,384+88.3% | $3,603+24.6% | $3,607+24.4% |
| Admin fee / account holder | $293 | $3,549-91.8% | $5,464-94.6% | $5,124-94.3% |