Filed March 13, 2019 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $46,495 |
BERRY DUNN10+ years Filed as: BERRYDUNN Service code 10 PO BOX 1100 · PORTLAND, ME 04104 | Accounting | $17,800 |
K&L GATES1 year Service code 29 925 FOURTH AVE · SEATTLE, WA 98104 | Legal | $6,342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,326 | $131,799+26.2% | $200,582-17.1% | $85,563+94.4% |
| Participation rate | 91.6% | 87.9%+3.7pp | 86.9%+4.7pp | 66.0%+25.7pp |
| Annual return | 17.32% | 21.59%-4.3pp | 42.33%-25.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $7,242 | $4,532+59.8% | $6,419+12.8% | $2,654+172.9% |
| Participant deferral / active EE | $8,200 | $7,702+6.5% | $9,331-12.1% | $4,375+87.4% |
| Admin fee / account holder | $135 | $235-42.4% | $16,305-99.2% | $834-83.8% |