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, LLC11+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 14 · EIN 65-1205077 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Plan Administrator | $36,953 |
BATOFF ASSOCIATES, P.A.4 years Filed as: BATOFF ASSOCIATES Service code 28 909 SAINT PAUL STREET · BALTIMORE, MD 21202 | Investment Management | $17,967 |
IRA MARC MILLER AND CO OPA1 year Service code 10 · EIN 05-0523439 1340 SMITH AVENUE SUITE 200 · BALTIMORE, MD 21209 | Accounting | $16,750 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON PARTNERS INVESTMENT CONSULTI Service code 27 1W PENNSYLVANIA AVE STE 600 · TOWSON, MD 21204 | Advisory (Plan) | $13,795 |
RELATIONS INSURANCE SERVICES OF NOR1 year Service code 23 211 ROCKSPRING ROAD · FOREST HILL, MD 21050 | Insurance services | $6,942 |
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 | $4,901 | $63,770-92.3% | $71,209-93.1% | $102,872-95.2% |
| Participation rate | 100.0% | 61.0%+39.0pp | 73.8%+26.2pp | 73.0%+27.0pp |
| Annual return | 11.74% | 16.01%-4.3pp | 282.51%-270.8pp | 19.06%-7.3pp |
| Employer contribution / active EE | $4,661 | $2,367+96.9% | $2,721+71.3% | $3,526+32.2% |
| Participant deferral / active EE | $0 | $3,587-100.0% | $4,175-100.0% | $5,535-100.0% |
| Admin fee / account holder | $13 | $220-94.0% | $5,349-99.8% | $292-95.5% |