Filed January 3, 2025 (most recent of 3 filings on file)
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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $163,654 |
Filed as: MERRILL LYNCH Service code 27 PO BOX 2016 · LAKEWOOD, NJ 08701 | Advisory (Plan) | $53,981 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS US LTD Service code 16 PO BOX 95000 · PHILADELPHIA, PA 19195 | Consulting | $532 |
Participant contribution per participant 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 | $19,486 | $50,127-61.1% | $149,673-87.0% | $80,160-75.7% |
| Participation rate | 95.1% | 64.3%+30.8pp | 78.8%+16.3pp | 72.9%+22.1pp |
| Annual return | 19.86% | 29.82%-10.0pp | 134.42%-114.6pp | 40.38%-20.5pp |
| Employer contribution / active EE | $2,042 | $1,865+9.5% | $4,818-57.6% | $2,978-31.4% |
| Participant deferral / active EE | $151 | $3,194-95.3% | $5,680-97.3% | $5,017-97.0% |
| Admin fee / account holder | $51 | $153-66.5% | $13,210-99.6% | $145-64.7% |