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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $77,519 |
Filed as: INDEPENDENT ADVISOR ALLIANCEHTTPS/ Service code 26 · EIN 46-3825461 | Advisory (Participants) | $12,632 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $2,249 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 | Direct payment from the plan; Float r... | $0 |
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 | $172,056 | $107,459+60.1% | $135,903+26.6% | $80,160+114.6% |
| Participation rate | 88.9% | 78.0%+10.8pp | 81.9%+7.0pp | 72.9%+16.0pp |
| Annual return | 26.38% | 91.91%-65.5pp | 68.23%-41.8pp | 40.38%-14.0pp |
| Employer contribution / active EE | $4,498 | $3,877+16.0% | $4,856-7.4% | $2,978+51.0% |
| Participant deferral / active EE | $8,994 | $8,195+9.8% | $7,758+15.9% | $5,017+79.3% |
| Admin fee / account holder | $17 | $127-86.3% | $10,762-99.8% | $145-88.0% |