Filed December 14, 2018 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $39,946 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,161 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,093 | $87,013+119.6% | $106,213+79.9% | $80,856+136.3% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.3%+22.6pp | 67.6%+30.3pp |
| Annual return | 14.16% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $7,253 | $2,395+202.8% | $3,171+128.7% | $2,755+163.3% |
| Participant deferral / active EE | $8,794 | $3,986+120.6% | $5,016+75.3% | $4,296+104.7% |
| Admin fee / account holder | $399 | $8,431-95.3% | $11,033-96.4% | $6,918-94.2% |