Filed June 30, 2016 (most recent of 2 filings on file)
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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,827 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,194 | $55,125+152.5% | $109,895+26.7% | $86,799+60.4% |
| Participation rate | 95.7% | 70.1%+25.6pp | 74.2%+21.5pp | 72.3%+23.4pp |
| Annual return | 14.46% | 26.20%-11.7pp | 29.45%-15.0pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,492 | $1,558+60.0% | $2,842-12.3% | $2,405+3.6% |
| Participant deferral / active EE | $8,407 | $3,337+152.0% | $4,048+107.7% | $4,131+103.5% |
| Admin fee / account holder | $60 | $141-57.4% | $6,066-99.0% | $170-64.6% |