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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,884 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $23,750 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $15,970 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,096 | $71,142-87.2% | $119,609-92.4% | $64,808-86.0% |
| Participation rate | 81.1% | 78.6%+2.4pp | 79.3%+1.8pp | 71.5%+9.6pp |
| Annual return | -18.32% | -10.01%-8.3pp | -14.97%-3.4pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,448 | $2,497-42.0% | $4,232-65.8% | $2,506-42.2% |
| Participant deferral / active EE | $1,977 | $4,490-56.0% | $5,602-64.7% | $4,310-54.1% |
| Admin fee / account holder | $156 | $162-4.1% | $10,323-98.5% | $188-17.2% |