Filed July 31, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
CONRAD SIEGEL4 years Service code 15 · EIN 23-1669823 | Recordkeeping | $22,040 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,735 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $130 |
BLACKROCK4 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED HERMES Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,732 | $52,293+98.4% | $178,490-41.9% | $73,409+41.3% |
| Participation rate | 98.1% | 65.3%+32.8pp | 81.9%+16.2pp | 72.2%+26.0pp |
| Annual return | 17.37% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $6,471 | $1,735+272.9% | $5,011+29.1% | $2,234+189.7% |
| Participant deferral / active EE | $5,423 | $2,332+132.5% | $5,202+4.2% | $3,805+42.5% |
| Admin fee / account holder | $20 | $127-84.5% | $13,984-99.9% | $158-87.5% |