Filed December 23, 2014 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $204,567 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN GROUP LLC Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,333 | $85,635+109.4% | $123,892+44.7% | $63,975+180.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 18.80% | 15.74%+3.1pp | 47.52%-28.7pp | 48.65%-29.8pp |
| Employer contribution / active EE | $3,293 | $3,076+7.0% | $4,617-28.7% | $2,182+50.9% |
| Participant deferral / active EE | $12,174 | $5,667+114.8% | $5,984+103.4% | $3,356+262.7% |
| Admin fee / account holder | $83 | $75+11.3% | $8,357-99.0% | $70+18.4% |