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 | $13,921 |
T ROWE PRICE RPS INC9+ years Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $3,653 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,209 | $56,423+8.5% | $77,163-20.7% | $71,457-14.3% |
| Participation rate | 79.4% | 64.3%+15.1pp | 69.6%+9.8pp | 67.9%+11.5pp |
| Annual return | 1.59% | 19.05%-17.5pp | 37.87%-36.3pp | 28.85%-27.3pp |
| Employer contribution / active EE | $2,588 | $1,866+38.7% | $2,535+2.1% | $2,5880% |
| Participant deferral / active EE | $3,666 | $3,142+16.7% | $3,833-4.4% | $4,289-14.5% |
| Admin fee / account holder | $102 | $1,429-92.8% | $5,472-98.1% | $1,587-93.6% |