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 | Participant communication; Direct pay... | $84,211 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $26,318 |
Filed as: FIDELITY INVESTMENTS INSTL.OPERATIO Service code 60 | Sub-TA Fees | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T.ROWE PRICE Service code 28 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,705 | $127,481+99.0% | $149,696+69.5% | $90,288+181.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 14.55% | 57.78%-43.2pp | 276.60%-262.1pp | 53.97%-39.4pp |
| Employer contribution / active EE | $5,282 | $3,448+53.2% | $4,644+13.7% | $2,524+109.3% |
| Participant deferral / active EE | $13,985 | $6,975+100.5% | $6,842+104.4% | $4,232+230.4% |
| Admin fee / account holder | $43 | $152-71.5% | $9,309-99.5% | $114-62.1% |