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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $269,416 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $34,051 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 4000 LEGATO RD · FAIRFAX STATION, VA 22033 | Advisory (Participants) | $31,994 |
CROWE LLP6 years Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $22,500 |
Service code 29 50 NORTH LAURA STREET · JACKSONVILLE, FL 32202 | Legal | $20,937 |
CHARLES SCHWAB & CO., INC.4 years Service code 15 · EIN 94-1737782 | Recordkeeping | $2,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,789 | $153,281+19.9% | $93,789+96.0% | $77,904+135.9% |
| Participation rate | 97.5% | 92.2%+5.3pp | 81.0%+16.5pp | 73.7%+23.8pp |
| Annual return | -18.35% | -5.55%-12.8pp | -11.33%-7.0pp | 12.21%-30.6pp |
| Employer contribution / active EE | $6,438 | $5,690+13.1% | $4,323+48.9% | $2,848+126.1% |
| Participant deferral / active EE | $8,872 | $9,364-5.3% | $6,094+45.6% | $4,806+84.6% |
| Admin fee / account holder | $130 | $114+14.0% | $7,195-98.2% | $133-1.9% |