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 |
|---|---|---|
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $13,400 |
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 37 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $10,310 |
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 | $25,050 | $35,485-29.4% | $74,550-66.4% | $55,725-55.0% |
| Participation rate | 72.4% | 62.5%+9.9pp | 69.1%+3.3pp | 70.9%+1.6pp |
| Annual return | -4.88% | 0.72%-5.6pp | 32.53%-37.4pp | 244.93%-249.8pp |
| Employer contribution / active EE | $657 | $777-15.5% | $1,961-66.5% | $2,078-68.4% |
| Participant deferral / active EE | $2,344 | $2,181+7.5% | $3,108-24.6% | $3,356-30.2% |
| Admin fee / account holder | $52 | $114-54.5% | $5,060-99.0% | $115-54.9% |