Filed November 17, 2015
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 | $110,627 |
LPL FINANCIAL10+ years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $38,500 |
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 | $152,259 | $98,727+54.2% | $113,168+34.5% | $85,563+77.9% |
| Participation rate | 96.1% | 80.8%+15.3pp | 76.6%+19.5pp | 66.0%+30.1pp |
| Annual return | 16.21% | 17.43%-1.2pp | 24.27%-8.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $4,102 | $2,907+41.1% | $2,975+37.9% | $2,654+54.6% |
| Participant deferral / active EE | $7,278 | $5,424+34.2% | $5,107+42.5% | $4,375+66.3% |
| Admin fee / account holder | $154 | $357-56.9% | $12,068-98.7% | $834-81.6% |