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 INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $86,918 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $52,553 |
LATHROP GPM1 year Service code 29 PO BOX 7410148 · CHICAGO, IL 60674 | Legal | $5,483 |
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 | $14,962 | $89,436-83.3% | $164,813-90.9% | $77,643-80.7% |
| Participation rate | 88.6% | 78.6%+10.0pp | 78.6%+10.0pp | 70.6%+18.0pp |
| Annual return | 21.41% | 28.83%-7.4pp | 69.93%-48.5pp | 31.24%-9.8pp |
| Employer contribution / active EE | $1,735 | $2,569-32.4% | $4,341-60.0% | $2,726-36.3% |
| Participant deferral / active EE | $2,646 | $4,897-46.0% | $6,031-56.1% | $4,647-43.1% |
| Admin fee / account holder | $164 | $339-51.6% | $12,690-98.7% | $430-61.8% |