Filed September 7, 2018 (most recent of 3 filings on file)
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 7-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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $26,866 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $20,620 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,270 | $86,225-88.1% | $146,665-93.0% | $86,799-88.2% |
| Participation rate | 79.9% | 78.0%+1.9pp | 80.1%-0.2pp | 72.3%+7.6pp |
| Annual return | 109.78% | 31.23%+78.6pp | 22.74%+87.0pp | 97.91%+11.9pp |
| Employer contribution / active EE | $946 | $2,392-60.5% | $4,136-77.1% | $2,405-60.7% |
| Participant deferral / active EE | $1,320 | $4,245-68.9% | $5,506-76.0% | $4,131-68.0% |
| Admin fee / account holder | $108 | $195-44.7% | $10,280-99.0% | $170-36.4% |