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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $215,504 |
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $159,443 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $65,178 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $62,208 |
COHNREZNICK LLP5+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $28,000 |
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 | $46,253 | $48,116-3.9% | $99,443-53.5% | $77,787-40.5% |
| Participation rate | 92.4% | 60.0%+32.4pp | 73.8%+18.5pp | 73.2%+19.2pp |
| Annual return | 20.69% | 23.23%-2.5pp | 30.72%-10.0pp | 32.57%-11.9pp |
| Employer contribution / active EE | $1,077 | $1,057+1.9% | $2,540-57.6% | $2,504-57.0% |
| Participant deferral / active EE | $2,927 | $2,238+30.8% | $3,619-19.1% | $3,967-26.2% |
| Admin fee / account holder | $152 | $87+74.4% | $6,250-97.6% | $100+52.2% |