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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $209,653 |
FINANCIAL ENGINES4+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $119,418 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $48,102 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $41,095 |
COHNREZNICK LLP4+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $32,685 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,522 | $35,366+11.8% | $90,645-56.4% | $75,289-47.5% |
| Participation rate | 92.6% | 57.3%+35.3pp | 74.0%+18.6pp | 72.4%+20.2pp |
| Annual return | -4.33% | -2.19%-2.1pp | 1.88%-6.2pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,027 | $916+12.1% | $2,532-59.4% | $2,405-57.3% |
| Participant deferral / active EE | $2,851 | $1,998+42.7% | $3,425-16.7% | $3,739-23.7% |
| Admin fee / account holder | $135 | $59+129.1% | $4,994-97.3% | $102+32.2% |