Filed January 23, 2017 (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 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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $60,654 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $12,410 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $200 |
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 | $167,517 | $131,799+27.1% | $200,582-16.5% | $85,563+95.8% |
| Participation rate | 94.8% | 87.9%+6.9pp | 86.9%+7.9pp | 66.0%+28.8pp |
| Annual return | 15.69% | 21.59%-5.9pp | 42.33%-26.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $5,881 | $4,532+29.8% | $6,419-8.4% | $2,654+121.6% |
| Participant deferral / active EE | $9,127 | $7,702+18.5% | $9,331-2.2% | $4,375+108.6% |
| Admin fee / account holder | $92 | $235-61.0% | $16,305-99.4% | $834-89.0% |