Filed October 24, 2022
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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $163,159 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 16 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Consulting | $66,547 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $749 |
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 | $200,597 | $127,481+57.4% | $149,696+34.0% | $90,288+122.2% |
| Participation rate | 88.8% | 78.2%+10.5pp | 82.5%+6.3pp | 73.4%+15.4pp |
| Annual return | 18.57% | 57.78%-39.2pp | 276.60%-258.0pp | 53.97%-35.4pp |
| Employer contribution / active EE | $5,468 | $3,448+58.6% | $4,644+17.7% | $2,524+116.6% |
| Participant deferral / active EE | $11,709 | $6,975+67.9% | $6,842+71.1% | $4,232+176.7% |
| Admin fee / account holder | $106 | $152-30.3% | $9,309-98.9% | $114-7.3% |