Filed January 2, 2019 (most recent of 6 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 |
|---|---|---|
SMARTDOLLAR1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $11,796 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,480 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $343,025 | $121,341+182.7% | $189,513+81.0% | $79,386+332.1% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.8%+9.5pp | 70.7%+26.6pp |
| Annual return | 14.69% | 21.08%-6.4pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $6,989 | $3,915+78.5% | $6,162+13.4% | $2,427+187.9% |
| Participant deferral / active EE | $7,820 | $6,395+22.3% | $8,221-4.9% | $4,046+93.3% |
| Admin fee / account holder | $55 | $651-91.6% | $12,045-99.5% | $626-91.3% |