Filed March 29, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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 INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $6,766 |
CALVERT1 year Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,375 | $46,173-77.5% | $170,442-93.9% | $69,631-85.1% |
| Participation rate | 25.8% | 63.9%-38.1pp | 83.6%-57.8pp | 70.7%-44.8pp |
| Annual return | 16.52% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $696 | $1,610-56.8% | $5,433-87.2% | $2,032-65.8% |
| Participant deferral / active EE | $890 | $2,080-57.2% | $4,939-82.0% | $3,224-72.4% |
| Admin fee / account holder | $57 | $116-50.6% | $13,880-99.6% | $110-48.1% |