Filed January 20, 2020 (most recent of 2 filings on file)
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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $230,854 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $152,264 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $56,280 |
COHNREZNICK LLP10+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $36,375 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,709 | $58,336+0.6% | $97,226-39.6% | $199,593-70.6% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.7%+17.3pp | 72.0%+18.0pp |
| Annual return | 12.11% | 32.81%-20.7pp | 75.13%-63.0pp | 34.25%-22.1pp |
| Employer contribution / active EE | $1,314 | $1,416-7.2% | $2,729-51.8% | $3,034-56.7% |
| Participant deferral / active EE | $4,324 | $3,240+33.5% | $4,264+1.4% | $5,087-15.0% |
| Admin fee / account holder | $110 | $114-3.8% | $5,654-98.1% | $269-59.2% |