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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.
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 |
|---|---|---|
Service code 26 800 RED BROOK BLVD · OWINGS MILLS, MD 21117 | Advisory (Participants) | $14,548 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,016 | $55,449-42.3% | $83,848-61.8% | $56,287-43.1% |
| Participation rate | 94.2% | 68.0%+26.2pp | 76.1%+18.0pp | 69.9%+24.3pp |
| Annual return | -7.67% | -1.38%-6.3pp | 850.88%-858.6pp | -9.96%+2.3pp |
| Employer contribution / active EE | $899 | $2,430-63.0% | $3,631-75.2% | $2,111-57.4% |
| Participant deferral / active EE | $3,783 | $2,935+28.9% | $4,082-7.3% | $3,350+12.9% |
| Admin fee / account holder | $135 | $656-79.5% | $5,478-97.5% | $521-74.1% |