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 |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $34,745 |
QP ADVISORY LLC4+ years Filed as: QP ADVISORY, LLC Service code 26 1901 NEWPORT BLVD., SUITE 350 · COSTA MESA, CA 92627 | Advisory (Participants) | $25,629 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,544 | $66,302-19.2% | $110,238-51.4% | $56,287-4.9% |
| Participation rate | 96.9% | 74.9%+22.0pp | 79.8%+17.1pp | 69.9%+27.0pp |
| Annual return | -5.02% | -1.18%-3.8pp | 314.74%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $456 | $2,047-77.7% | $3,826-88.1% | $2,111-78.4% |
| Participant deferral / active EE | $3,745 | $3,381+10.7% | $4,672-19.9% | $3,350+11.8% |
| Admin fee / account holder | $200 | $698-71.3% | $8,547-97.7% | $521-61.6% |