Filed March 8, 2016
Total covered: 7 employees
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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,328 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $25,000 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $19,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,634 | $110,299-3.3% | $102,423+4.1% | $199,593-46.6% |
| Participation rate | 67.7% | 86.3%-18.6pp | 76.5%-8.8pp | 72.0%-4.3pp |
| Annual return | 13.52% | 35.73%-22.2pp | 29.32%-15.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $4,302 | $3,603+19.4% | $3,023+42.3% | $3,034+41.8% |
| Participant deferral / active EE | $5,381 | $6,376-15.6% | $5,053+6.5% | $5,087+5.8% |
| Admin fee / account holder | $50 | $122-59.3% | $9,451-99.5% | $269-81.5% |