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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GORFINE, SCHILLER, & GARDYN, PA Service code 10 · EIN 52-1231901 10045 RED RUN BOULEVARD · OWINGS MILLS, MD 21117 | Accounting | $17,250 |
CBC RETIREMENT PARTNERS3+ years Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, MD 21045 | Plan Administrator | $6,496 |
LPL FINANCIAL3+ years Service code 60 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Sub-TA Fees | $2,598 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,700 | $62,292-15.4% | $56,429-6.6% | $62,292-15.4% |
| Participation rate | 10.3% | 69.5%-59.2pp | 80.0%-69.7pp | 69.5%-59.2pp |
| Annual return | 9.91% | 28.90%-19.0pp | 19.04%-9.1pp | 28.90%-19.0pp |
| Employer contribution / active EE | $103 | $2,042-95.0% | $3,405-97.0% | $2,042-95.0% |
| Participant deferral / active EE | $354 | $3,169-88.8% | $3,951-91.1% | $3,169-88.8% |
| Admin fee / account holder | $1,317 | $479+174.8% | $4,466-70.5% | $479+174.8% |