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 |
|---|---|---|
BATOFF ASSOCIATES, P.A.3 years Filed as: BATOFF ASSOCIATES Service code 29 909 SAINT PAUL STREET · BALTIMORE, MD 21202 | Legal | $38,732 |
Filed as: ASSOCIATED ADMINSTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $35,531 |
IRA MARC MILLER AND CO PA10+ years Service code 10 · EIN 05-0523439 1340 SMITH AVENUE SUITE 200 · BALTIMORE, MD 21209 | Accounting | $16,875 |
BOLTON PARTNERS, INC.2 years Filed as: BOLTON PARTNERS INVESTMENT CONSULTI Service code 27 1W PENNSYLVANIA AVE STE 600 · TOWSON, MD 21204 | Advisory (Plan) | $12,975 |
Filed as: YORK INSURANCE SERVICES INC Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $5,011 |
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 | $4,112 | $55,331-92.6% | $81,812-95.0% | $199,593-97.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 72.0%+28.0pp |
| Annual return | 8.70% | 19.59%-10.9pp | 773.79%-765.1pp | 34.25%-25.6pp |
| Employer contribution / active EE | $4,168 | $2,101+98.4% | $2,912+43.1% | $3,034+37.4% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $15 | $346-95.8% | $7,386-99.8% | $269-94.6% |