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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $231,166 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $91,815 |
DEJOY KNAUF & BLOOD, LLP2 years Filed as: DEJOY & CO. CPAS, LLP Service code 10 280 EAST BROAD STREET · ROCHESTER, NY 14604 | Accounting | $37,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,478 | $52,090-6.9% | $95,745-49.4% | $80,160-39.5% |
| Participation rate | 95.8% | 67.0%+28.8pp | 72.3%+23.5pp | 72.9%+22.9pp |
| Annual return | 18.02% | 23.29%-5.3pp | 28.35%-10.3pp | 40.38%-22.4pp |
| Employer contribution / active EE | $2,631 | $1,548+69.9% | $2,835-7.2% | $2,978-11.6% |
| Participant deferral / active EE | $5,027 | $3,266+53.9% | $4,245+18.4% | $5,017+0.2% |
| Admin fee / account holder | $109 | $96+13.9% | $5,678-98.1% | $145-24.6% |