Filed February 13, 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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,734 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $33,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,686 | $44,764+84.7% | $68,791+20.2% | $64,808+27.6% |
| Participation rate | 94.5% | 64.8%+29.8pp | 69.0%+25.5pp | 71.5%+23.1pp |
| Annual return | -11.63% | -10.91%-0.7pp | -6.38%-5.2pp | 32.82%-44.4pp |
| Employer contribution / active EE | $3,384 | $1,775+90.6% | $2,655+27.4% | $2,506+35.0% |
| Participant deferral / active EE | $5,089 | $3,238+57.2% | $3,941+29.1% | $4,310+18.1% |
| Admin fee / account holder | $140 | $151-7.5% | $4,932-97.2% | $188-25.5% |