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 | Direct payment from the plan; Claims ... | $164,313 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $0 |
T ROWE PRICE RPS INC3 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 | $221,014 | $101,523+117.7% | $141,162+56.6% | $77,787+184.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.8pp |
| Annual return | 21.95% | 56.22%-34.3pp | 71.39%-49.4pp | 32.57%-10.6pp |
| Employer contribution / active EE | $4,945 | $3,341+48.0% | $4,735+4.4% | $2,504+97.4% |
| Participant deferral / active EE | $13,502 | $6,434+109.9% | $6,709+101.3% | $3,967+240.3% |
| Admin fee / account holder | $62 | $92-32.1% | $10,261-99.4% | $100-37.9% |