Filed February 25, 2021 (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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $144,752 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 PO BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,441 | $89,274+94.3% | $149,718+15.8% | $77,958+122.5% |
| Participation rate | 94.5% | 87.6%+6.9pp | 87.1%+7.4pp | 71.6%+22.8pp |
| Annual return | 14.53% | 20.36%-5.8pp | 1501.63%-1487.1pp | 20.87%-6.3pp |
| Employer contribution / active EE | $3,133 | $3,727-15.9% | $5,445-42.5% | $2,310+35.6% |
| Participant deferral / active EE | $6,001 | $5,382+11.5% | $6,569-8.7% | $3,537+69.7% |
| Admin fee / account holder | $86 | $240-64.1% | $11,283-99.2% | $97-11.6% |