Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 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 INC2+ years Filed as: T. ROWE PRICE RET PLAN SERVICES INC Service code 15 · EIN 52-1714114 | Recordkeeping | $48,633 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Service code 29 · EIN 34-4439491 | Legal | $32,479 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $30,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 5 reportable transactions. $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,411 | $49,270-16.0% | $156,549-73.5% | $329,111-87.4% |
| Participation rate | 78.7% | 68.1%+10.6pp | 84.0%-5.3pp | 67.9%+10.8pp |
| Annual return | 8.52% | 23.25%-14.7pp | 32.23%-23.7pp | 16.35%-7.8pp |
| Employer contribution / active EE | $1,591 | $1,534+3.7% | $5,501-71.1% | $2,303-30.9% |
| Participant deferral / active EE | $2,437 | $2,920-16.5% | $4,871-50.0% | $3,682-33.8% |
| Admin fee / account holder | $8 | $51-84.9% | $13,027-99.9% | $754-99.0% |