Filed February 3, 2025 (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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $342,831 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $72,043 |
Service code 16 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Consulting | $40,104 |
CROWE LLP5+ years Filed as: CROWE HORWATH LLP Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $27,000 |
Service code 50 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct Payment | $7,397 |
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 | $200,594 | $168,477+19.1% | $105,387+90.3% | $77,787+157.9% |
| Participation rate | 96.9% | 91.6%+5.3pp | 82.6%+14.3pp | 73.2%+23.7pp |
| Annual return | 22.71% | 25.62%-2.9pp | 26.82%-4.1pp | 32.57%-9.9pp |
| Employer contribution / active EE | $6,345 | $4,957+28.0% | $4,213+50.6% | $2,504+153.4% |
| Participant deferral / active EE | $8,026 | $8,141-1.4% | $5,502+45.9% | $3,967+102.3% |
| Admin fee / account holder | $121 | $103+18.3% | $6,559-98.2% | $100+21.1% |