Filed June 30, 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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,942 |
RIVER AND MERCANTILE LLC1 year Service code 16 130 TURNER ST · WALTHAM, MA 02453 | Consulting | $26,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $300,624 | $94,621+217.7% | $138,135+117.6% | $73,409+309.5% |
| Participation rate | 94.5% | 83.4%+11.1pp | 78.7%+15.8pp | 72.2%+22.4pp |
| Annual return | 15.81% | 16.57%-0.8pp | 20.51%-4.7pp | 59.29%-43.5pp |
| Employer contribution / active EE | $9,403 | $4,410+113.2% | $5,587+68.3% | $2,234+321.0% |
| Participant deferral / active EE | $7,802 | $6,199+25.9% | $6,431+21.3% | $3,805+105.0% |
| Admin fee / account holder | $103 | $140-26.3% | $11,856-99.1% | $158-34.5% |