Filed June 11, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $230,885 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Consulting | $65,138 |
DEJOY KNAUF & BLOOD, LLP1 year Filed as: DEJOY, KNAUF & BLOOD LLP Service code 10 280 EAST BROAD STREET · ROCHESTER, NY 14604 | Accounting | $40,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,053 | $52,886-7.2% | $109,895-55.4% | $93,030-47.3% |
| Participation rate | 94.5% | 66.4%+28.2pp | 74.2%+20.3pp | 73.9%+20.6pp |
| Annual return | 21.71% | 16.89%+4.8pp | 29.45%-7.7pp | 158.70%-137.0pp |
| Employer contribution / active EE | $1,822 | $1,248+45.9% | $2,842-35.9% | $2,706-32.7% |
| Participant deferral / active EE | $3,847 | $2,815+36.7% | $4,048-5.0% | $4,562-15.7% |
| Admin fee / account holder | $114 | $91+26.0% | $6,066-98.1% | $152-24.6% |