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 | $15,039 |
T ROWE PRICE RPS INC8+ years Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $4,275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,475 | $50,199+18.5% | $70,092-15.1% | $66,914-11.1% |
| Participation rate | 77.8% | 66.3%+11.4pp | 70.5%+7.3pp | 69.8%+8.0pp |
| Annual return | -15.07% | -13.85%-1.2pp | 190.73%-205.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,758 | $1,864-5.7% | $2,559-31.3% | $2,544-30.9% |
| Participant deferral / active EE | $2,416 | $3,112-22.4% | $3,849-37.2% | $4,237-43.0% |
| Admin fee / account holder | $79 | $600-86.9% | $6,267-98.7% | $593-86.8% |