Filed October 21, 2021
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 |
|---|---|---|
ASCENSUS LLC4 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Consulting | $123,729 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 50 · EIN 13-2624428 | Direct Payment | $67,070 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,955 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,158 | $55,790+156.6% | $76,817+86.4% | $67,579+111.8% |
| Participation rate | 96.9% | 71.1%+25.8pp | 72.1%+24.8pp | 71.3%+25.6pp |
| Annual return | 22.32% | 64.45%-42.1pp | 1166.11%-1143.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $8,448 | $1,810+366.7% | $2,302+267.0% | $2,148+293.3% |
| Participant deferral / active EE | $4,549 | $2,875+58.2% | $3,336+36.4% | $3,539+28.5% |
| Admin fee / account holder | $395 | $159+148.3% | $6,420-93.8% | $142+177.7% |