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 INC8 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $223,411 |
FINANCIAL ENGINES9+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $147,615 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $83,185 |
COHNREZNICK LLP9+ years Service code 10 14 SYLVAN WAY · PARSIPPANY, NJ 07054 | Accounting | $34,600 |
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 | $53,509 | $52,090+2.7% | $95,745-44.1% | $80,160-33.2% |
| Participation rate | 90.4% | 67.0%+23.3pp | 72.3%+18.1pp | 72.9%+17.4pp |
| Annual return | 15.70% | 23.29%-7.6pp | 28.35%-12.7pp | 40.38%-24.7pp |
| Employer contribution / active EE | $1,277 | $1,548-17.5% | $2,835-55.0% | $2,978-57.1% |
| Participant deferral / active EE | $4,217 | $3,266+29.1% | $4,245-0.7% | $5,017-16.0% |
| Admin fee / account holder | $112 | $96+16.2% | $5,678-98.0% | $145-23.0% |