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 |
|---|---|---|
GORFINE SCHILLER & GARDYN PA2 years Filed as: GORFINE, SCHILLER, & GARDYN, PA Service code 10 · EIN 52-1231901 10045 RED RUN BOULEVARD · OWINGS MILLS, MD 21117 | Accounting | $8,800 |
CBC RETIREMENT PARTNERS4+ years Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, MD 21045 | Plan Administrator | $6,634 |
LPL FINANCIAL4+ years Service code 60 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Sub-TA Fees | $2,691 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,756 | $56,287-82.7% | $54,726-82.2% | $56,287-82.7% |
| Participation rate | 70.5% | 69.9%+0.7pp | 79.1%-8.6pp | 69.9%+0.7pp |
| Annual return | -7.31% | -9.96%+2.6pp | -4.56%-2.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $389 | $2,111-81.5% | $3,449-88.7% | $2,111-81.5% |
| Participant deferral / active EE | $239 | $3,350-92.9% | $3,953-94.0% | $3,350-92.9% |
| Admin fee / account holder | $173 | $521-66.9% | $3,818-95.5% | $521-66.9% |