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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,165 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $18,000 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS Service code 16 1000 HARBOR BLVD · WEHAWKEN, NJ 07086 | Consulting | $12,500 |
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 | $89,591 | $104,697-14.4% | $96,544-7.2% | $80,160+11.8% |
| Participation rate | 66.8% | 86.4%-19.6pp | 76.0%-9.2pp | 72.9%-6.1pp |
| Annual return | 18.16% | 21.78%-3.6pp | 25.84%-7.7pp | 40.38%-22.2pp |
| Employer contribution / active EE | $4,030 | $3,536+14.0% | $2,965+35.9% | $2,978+35.4% |
| Participant deferral / active EE | $5,058 | $6,188-18.3% | $4,851+4.3% | $5,017+0.8% |
| Admin fee / account holder | $38 | $107-64.4% | $8,252-99.5% | $145-73.8% |