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 LLC7 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 16 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Consulting | $109,700 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,977 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,870 | $56,503+140.5% | $70,092+93.8% | $64,808+109.7% |
| Participation rate | 91.9% | 70.5%+21.5pp | 70.5%+21.5pp | 71.5%+20.5pp |
| Annual return | -17.41% | -13.44%-4.0pp | 190.73%-208.1pp | 32.82%-50.2pp |
| Employer contribution / active EE | $11,285 | $2,046+451.5% | $2,559+341.0% | $2,506+350.3% |
| Participant deferral / active EE | $6,166 | $3,389+81.9% | $3,849+60.2% | $4,310+43.1% |
| Admin fee / account holder | $250 | $160+55.9% | $6,267-96.0% | $188+33.1% |