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 |
|---|---|---|
Filed as: CDM RETIREMENT CONSULTANTS, INC Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $2,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,989 | $65,365-69.4% | $92,893-78.5% | $72,985-72.6% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 21.33% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $4,795 | $2,594+84.8% | $3,653+31.3% | $2,440+96.5% |
| Participant deferral / active EE | $1,158 | $3,128-63.0% | $4,236-72.7% | $3,607-67.9% |
| Admin fee / account holder | $27 | $4,251-99.4% | $5,794-99.5% | $5,124-99.5% |