Filed March 5, 2019 (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 9-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 |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $758,425 |
THE LAMPO GROUP, INC.2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $243,410 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $48,354 |
HOLLAND & KNIGHT1 year Service code 29 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Legal | $47,822 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $45,527 |
FRAZIER & DEETER, LLC6 years Filed as: FRAZIER & DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $18,000 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,800 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $5,250 |
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 | $153,301 | $128,056+19.7% | $146,958+4.3% | $106,382+44.1% |
| Participation rate | 87.7% | 67.2%+20.5pp | 82.2%+5.6pp | 69.9%+17.9pp |
| Annual return | 15.25% | 17.89%-2.6pp | 418.34%-403.1pp | 17.37%-2.1pp |
| Employer contribution / active EE | $2,836 | $3,384-16.2% | $4,933-42.5% | $3,364-15.7% |
| Participant deferral / active EE | $9,699 | $7,674+26.4% | $8,070+20.2% | $5,569+74.2% |
| Admin fee / account holder | $70 | $89-20.9% | $12,998-99.5% | $79-11.6% |