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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $179,513 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $70,079 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $423 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,296 | $95,388+97.4% | $125,339+50.2% | $77,904+141.7% |
| Participation rate | 90.7% | 78.6%+12.1pp | 82.4%+8.3pp | 73.7%+17.0pp |
| Annual return | -9.26% | 116.19%-125.4pp | 572.05%-581.3pp | 12.21%-21.5pp |
| Employer contribution / active EE | $5,931 | $3,666+61.8% | $4,814+23.2% | $2,848+108.3% |
| Participant deferral / active EE | $11,484 | $7,711+48.9% | $7,446+54.2% | $4,806+139.0% |
| Admin fee / account holder | $105 | $119-12.0% | $10,010-99.0% | $133-21.1% |