Filed May 10, 2018 (most recent of 5 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 9-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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $52,613 |
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
AMERICAN FUNDS9 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON3 years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS9 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PUTNAM MUTUAL FUNDS Service code 28 · EIN 36-4488942 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,615 | $63,770-45.7% | $71,209-51.4% | $102,872-66.4% |
| Participation rate | 14.3% | 61.0%-46.8pp | 73.8%-59.5pp | 73.0%-58.8pp |
| Annual return | 14.16% | 16.01%-1.8pp | 282.51%-268.3pp | 19.06%-4.9pp |
| Employer contribution / active EE | $335 | $2,367-85.9% | $2,721-87.7% | $3,526-90.5% |
| Participant deferral / active EE | $562 | $3,587-84.3% | $4,175-86.5% | $5,535-89.9% |
| Admin fee / account holder | $81 | $220-63.0% | $5,349-98.5% | $292-72.2% |