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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $195,422 |
FINANCIAL ENGINES6+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $159,291 |
COHNREZNICK LLP6+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $29,000 |
PORTFOLIO EVALUATIONS, INC.5 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $25,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,576 | $48,406+10.7% | $104,607-48.8% | $90,288-40.7% |
| Participation rate | 92.0% | 64.3%+27.8pp | 74.1%+18.0pp | 73.4%+18.7pp |
| Annual return | 14.51% | 18.72%-4.2pp | 340.46%-326.0pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,146 | $1,115+2.8% | $2,681-57.2% | $2,524-54.6% |
| Participant deferral / active EE | $3,299 | $2,436+35.4% | $3,740-11.8% | $4,232-22.1% |
| Admin fee / account holder | $98 | $76+28.9% | $6,473-98.5% | $114-14.3% |