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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $226,059 |
FINANCIAL ENGINES8+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $163,754 |
COHNREZNICK LLP8+ years Service code 10 14 SYLVAN WAY - 3RD FOOR · PARSIPPANY, NJ 07054 | Accounting | $33,000 |
PORTFOLIO EVALUATIONS, INC.7 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $26,868 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $13,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,161 | $45,959+4.8% | $91,220-47.2% | $77,904-38.2% |
| Participation rate | 90.5% | 66.3%+24.2pp | 73.2%+17.3pp | 73.7%+16.8pp |
| Annual return | -15.12% | -5.32%-9.8pp | 114.01%-129.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,223 | $1,451-15.7% | $2,850-57.1% | $2,848-57.1% |
| Participant deferral / active EE | $4,017 | $3,283+22.4% | $4,234-5.1% | $4,806-16.4% |
| Admin fee / account holder | $106 | $99+7.7% | $5,420-98.0% | $133-19.8% |