Filed March 26, 2024 (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 |
|---|---|---|
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS, LLC Service code 49 · EIN 88-1100312 | Other Services | $173,657 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $84,256 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $10,400 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$348,233 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,831 | $122,186+18.5% | $146,958-1.4% | $199,593-27.4% |
| Participation rate | 97.5% | 78.3%+19.2pp | 82.2%+15.4pp | 72.0%+25.5pp |
| Annual return | 14.67% | 30.56%-15.9pp | 418.34%-403.7pp | 34.25%-19.6pp |
| Employer contribution / active EE | $7,033 | $4,093+71.8% | $4,933+42.6% | $3,034+131.8% |
| Participant deferral / active EE | $12,046 | $8,502+41.7% | $8,070+49.3% | $5,087+136.8% |
| Admin fee / account holder | -$22 | $179-112.2% | $12,998-100.2% | $269-108.1% |