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 |
|---|---|---|
C & M ADMINISTRATORS, INC.2 years Filed as: C&M ADMINISTRATORS Service code 15 · EIN 75-1721253 | Recordkeeping | $7,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,620 | $86,332-63.4% | $125,175-74.7% | $65,185-51.5% |
| Participation rate | 63.0% | 75.3%-12.3pp | 79.8%-16.8pp | 70.2%-7.2pp |
| Annual return | 20.75% | 27.43%-6.7pp | 43.79%-23.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $639 | $2,040-68.6% | $3,865-83.5% | $2,177-70.6% |
| Participant deferral / active EE | $1,379 | $3,537-61.0% | $4,937-72.1% | $3,514-60.8% |
| Admin fee / account holder | $95 | $609-84.4% | $9,702-99.0% | $847-88.8% |