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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $20,418 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,946 | $56,485+110.6% | $185,823-36.0% | $86,799+37.0% |
| Participation rate | 96.4% | 65.5%+30.9pp | 81.7%+14.7pp | 72.3%+24.1pp |
| Annual return | 16.46% | 118.04%-101.6pp | 122.05%-105.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $6,498 | $1,843+252.6% | $5,167+25.8% | $2,405+170.1% |
| Participant deferral / active EE | $5,556 | $2,553+117.6% | $5,568-0.2% | $4,131+34.5% |
| Admin fee / account holder | $19 | $150-87.4% | $16,237-99.9% | $170-88.9% |