Filed January 9, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: INVESTMENT RESEARCH & ADVISORY Service code 16 1180 W. PEACHTREE ST SUITE 2475 · ATLANTA, GA 30309 | Consulting | $13,660 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,690 |
Annual investment return 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 | $76,875 | $50,666+51.7% | $76,817+0.1% | $65,185+17.9% |
| Participation rate | 81.6% | 68.8%+12.8pp | 72.1%+9.5pp | 70.2%+11.4pp |
| Annual return | 16.99% | 28.51%-11.5pp | 1166.11%-1149.1pp | 29.38%-12.4pp |
| Employer contribution / active EE | $2,214 | $1,575+40.6% | $2,302-3.8% | $2,177+1.7% |
| Participant deferral / active EE | $1,568 | $2,647-40.7% | $3,336-53.0% | $3,514-55.4% |
| Admin fee / account holder | $106 | $463-77.0% | $6,420-98.3% | $847-87.4% |