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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $77,157 |
AMERICAN FUNDS10+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 ONE PARKVIEW PLAZA · OAKBROOK TERRACE, IL 60181 | Consulting | $42,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,408 | $55,416+88.4% | $75,972+37.4% | $77,643+34.5% |
| Participation rate | 91.1% | 63.6%+27.6pp | 69.1%+22.1pp | 70.6%+20.6pp |
| Annual return | 15.12% | 17.07%-2.0pp | 359.55%-344.4pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,923 | $1,788+119.5% | $2,685+46.1% | $2,726+43.9% |
| Participant deferral / active EE | $5,861 | $3,447+70.0% | $4,255+37.7% | $4,647+26.1% |
| Admin fee / account holder | $258 | $414-37.7% | $6,467-96.0% | $430-40.1% |