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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $90,891 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $30,477 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $18,770 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,604 | $108,549-81.9% | $156,263-87.5% | $85,563-77.1% |
| Participation rate | 89.3% | 77.1%+12.3pp | 78.9%+10.4pp | 66.0%+23.4pp |
| Annual return | 22.50% | 21.79%+0.7pp | 59.47%-37.0pp | 31.51%-9.0pp |
| Employer contribution / active EE | $1,910 | $2,690-29.0% | $4,333-55.9% | $2,654-28.0% |
| Participant deferral / active EE | $3,058 | $4,800-36.3% | $6,158-50.3% | $4,375-30.1% |
| Admin fee / account holder | $151 | $650-76.7% | $14,255-98.9% | $834-81.8% |