Filed July 3, 2024 (most recent of 2 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 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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $182,082 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $45,000 |
Filed as: ROLAND CRISS FIDUCIARY Service code 49 2011 E LAMAR BLVD · ARLINGTON, TX 76006 | Other Services | $37,500 |
PB MARES2 years Service code 10 PO BOX 71153 · CHARLOTTE, NC 28272 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $82,629 | $106,382-22.3% | $81,382+1.5% | $106,382-22.3% |
| Participation rate | 23.8% | 69.9%-46.1pp | 69.5%-45.7pp | 69.9%-46.1pp |
| Annual return | 15.32% | 17.37%-2.1pp | 24.73%-9.4pp | 17.37%-2.1pp |
| Employer contribution / active EE | $884 | $3,364-73.7% | $2,463-64.1% | $3,364-73.7% |
| Participant deferral / active EE | $1,751 | $5,569-68.6% | $3,883-54.9% | $5,569-68.6% |
| Admin fee / account holder | $106 | $79+33.2% | $5,768-98.2% | $79+33.2% |