See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC8+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $39,447 |
BATOFF ASSOCIATES, P.A.1 year Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 S CHARLES STREET · BALTIMORE, MD 21201 | Legal | $21,366 |
IRA MARC MILLER AND CO PA8+ years Service code 10 · EIN 05-0523439 1340 SMITH AVENUE SUITE 200 · BALTIMORE, MD 21209 | Accounting | $15,500 |
Filed as: YORK INSURANCW SERVICES INC Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $6,819 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,943 | $43,113-93.2% | $82,719-96.4% | $77,904-96.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.6%+27.4pp | 73.7%+26.3pp |
| Annual return | -17.18% | 2.60%-19.8pp | 701.18%-718.4pp | 12.21%-29.4pp |
| Employer contribution / active EE | $3,117 | $1,924+62.0% | $3,009+3.6% | $2,848+9.5% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $13 | $102-87.2% | $5,329-99.8% | $133-90.2% |