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 |
|---|---|---|
Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $37,500 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,818 | $105,247-23.2% | $87,100-7.2% | $77,787+3.9% |
| Participation rate | 61.6% | 85.8%-24.2pp | 76.9%-15.3pp | 73.2%-11.6pp |
| Annual return | 23.38% | 24.52%-1.1pp | 28.19%-4.8pp | 32.57%-9.2pp |
| Employer contribution / active EE | $2,956 | $2,895+2.1% | $2,521+17.2% | $2,504+18.0% |
| Participant deferral / active EE | $4,231 | $5,060-16.4% | $4,049+4.5% | $3,967+6.6% |
| Admin fee / account holder | $42 | $104-59.5% | $7,497-99.4% | $100-57.7% |