Filed March 8, 2024
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $153,813 |
JANNEY MONTGOMERY SCOTT LLC10+ years Service code 26 1441 MAIN STREET SUITE 700 · COLUMBIA, SC 29201 | Advisory (Participants) | $70,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,515 | $106,028+4.2% | $146,958-24.8% | $77,643+42.3% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 16.09% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,945 | $4,063-27.5% | $4,933-40.3% | $2,726+8.0% |
| Participant deferral / active EE | $6,341 | $7,990-20.6% | $8,070-21.4% | $4,647+36.4% |
| Admin fee / account holder | $223 | $337-33.8% | $12,998-98.3% | $430-48.1% |