Filed October 2, 2017
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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,325 |
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 16 3030 N. ROCKY POINT DRIVE W · TAMPA, FL 33607 | Consulting | $12,425 |
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 | $215,355 | $50,637+325.3% | $86,590+148.7% | $62,292+245.7% |
| Participation rate | 95.5% | 67.9%+27.6pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 14.88% | 20.80%-5.9pp | 964.84%-950.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,726 | $2,075+127.7% | $2,839+66.4% | $2,042+131.4% |
| Participant deferral / active EE | $8,593 | $2,611+229.1% | $3,609+138.1% | $3,169+171.2% |
| Admin fee / account holder | $234 | $413-43.3% | $4,906-95.2% | $479-51.1% |