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 | Finders' fees / placement fees; Inves... | $123,762 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN GROUP LLC Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T.ROWE PRICE Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,124 | $88,874+112.8% | $123,544+53.1% | $75,289+151.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -4.03% | 4.22%-8.3pp | 119.20%-123.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $5,006 | $3,256+53.8% | $4,628+8.2% | $2,405+108.1% |
| Participant deferral / active EE | $13,393 | $6,174+116.9% | $6,426+108.4% | $3,739+258.2% |
| Admin fee / account holder | $48 | $95-48.9% | $9,284-99.5% | $102-52.8% |