Filed March 8, 2021
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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $159,044 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $31,190 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,650 | $96,403-17.4% | $93,606-14.9% | $77,787+2.4% |
| Participation rate | 93.3% | 87.6%+5.6pp | 75.8%+17.4pp | 73.2%+20.1pp |
| Annual return | 23.66% | 39.36%-15.7pp | 32.76%-9.1pp | 32.57%-8.9pp |
| Employer contribution / active EE | $3,190 | $3,616-11.8% | $2,718+17.4% | $2,504+27.4% |
| Participant deferral / active EE | $5,704 | $5,341+6.8% | $4,069+40.2% | $3,967+43.8% |
| Admin fee / account holder | $92 | $90+2.7% | $7,888-98.8% | $100-8.1% |