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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $220,765 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: GRAYSTONE CONSULTING Service code 27 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $86,621 |
DEJOY KNAUF & BLOOD, LLP1 year Filed as: DEJOY & CO. CPAS, LLP Service code 10 280 EAST BROAD STREET · ROCHESTER, NY 14604 | Accounting | $33,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,589 | $45,959-11.7% | $91,220-55.5% | $77,904-47.9% |
| Participation rate | 93.0% | 66.3%+26.7pp | 73.2%+19.9pp | 73.7%+19.4pp |
| Annual return | -10.33% | -5.32%-5.0pp | 114.01%-124.3pp | 12.21%-22.5pp |
| Employer contribution / active EE | $2,627 | $1,451+81.0% | $2,850-7.8% | $2,848-7.8% |
| Participant deferral / active EE | $4,130 | $3,283+25.8% | $4,234-2.4% | $4,806-14.1% |
| Admin fee / account holder | $100 | $99+1.7% | $5,420-98.1% | $133-24.3% |