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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $177,075 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $72,181 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $50 |
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 | $224,303 | $95,274+135.4% | $135,903+65.0% | $74,419+201.4% |
| Participation rate | 87.7% | 78.2%+9.5pp | 81.9%+5.8pp | 70.7%+17.0pp |
| Annual return | 19.61% | 32.77%-13.2pp | 68.23%-48.6pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,046 | $3,874-47.2% | $4,856-57.9% | $2,637-22.4% |
| Participant deferral / active EE | $13,919 | $7,782+78.9% | $7,758+79.4% | $4,528+207.4% |
| Admin fee / account holder | $111 | $266-58.2% | $10,762-99.0% | $348-68.0% |