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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $21,790 |
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $138 |
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 | $94,540 | $46,292+104.2% | $143,757-34.2% | $64,808+45.9% |
| Participation rate | 94.5% | 64.2%+30.2pp | 80.3%+14.2pp | 71.5%+23.0pp |
| Annual return | -17.92% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.7pp |
| Employer contribution / active EE | $6,254 | $1,910+227.5% | $4,951+26.3% | $2,506+149.6% |
| Participant deferral / active EE | $5,445 | $2,646+105.8% | $5,637-3.4% | $4,310+26.3% |
| Admin fee / account holder | $19 | $154-87.5% | $14,673-99.9% | $188-89.8% |