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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $215,607 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $103,286 |
DEJOY KNAUF & BLOOD, LLP3 years Filed as: DEJOY & CO. CPAS, LLP Service code 10 280 EAST BROAD STREET · ROCHESTER, NY 14604 | Accounting | $40,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,825 | $58,336+0.8% | $97,226-39.5% | $199,593-70.5% |
| Participation rate | 96.0% | 63.8%+32.3pp | 72.7%+23.3pp | 72.0%+24.0pp |
| Annual return | 12.73% | 32.81%-20.1pp | 75.13%-62.4pp | 34.25%-21.5pp |
| Employer contribution / active EE | $2,380 | $1,416+68.1% | $2,729-12.8% | $3,034-21.6% |
| Participant deferral / active EE | $5,403 | $3,240+66.7% | $4,264+26.7% | $5,087+6.2% |
| Admin fee / account holder | $117 | $114+2.4% | $5,654-97.9% | $269-56.6% |