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 |
|---|---|---|
FRANCIS LLC1 year Service code 26 19435 W CAPITOL DRIVE · BROOKFIELD, WI 53045 | Advisory (Participants) | $108,231 |
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $71,971 |
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 | $137,878 | $69,823+97.5% | $77,163+78.7% | $74,419+85.3% |
| Participation rate | 97.5% | 70.0%+27.5pp | 69.6%+28.0pp | 70.7%+26.8pp |
| Annual return | 19.59% | 19.98%-0.4pp | 37.87%-18.3pp | 34.38%-14.8pp |
| Employer contribution / active EE | $11,661 | $2,150+442.4% | $2,535+360.0% | $2,637+342.1% |
| Participant deferral / active EE | $6,908 | $3,558+94.2% | $3,833+80.2% | $4,528+52.6% |
| Admin fee / account holder | $216 | $398-45.7% | $5,472-96.1% | $348-37.9% |