Filed August 6, 2019 (most recent of 4 filings on file)
Total covered: 218 employees
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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $75,421 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,288 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 | Securities brokerage; Direct payment ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,851 | $145,877+54.1% | $150,045+49.9% | $102,872+118.6% |
| Participation rate | 89.6% | 79.8%+9.7pp | 82.3%+7.2pp | 73.0%+16.5pp |
| Annual return | 14.69% | 21.37%-6.7pp | 62.55%-47.9pp | 19.06%-4.4pp |
| Employer contribution / active EE | $4,559 | $4,710-3.2% | $4,693-2.9% | $3,526+29.3% |
| Participant deferral / active EE | $10,458 | $9,491+10.2% | $7,997+30.8% | $5,535+88.9% |
| Admin fee / account holder | $17 | $176-90.4% | $13,435-99.9% | $292-94.2% |