Filed March 17, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 Service code 15 · EIN 52-1309931 | Recordkeeping | $27,392 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1 year Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,657 | $61,272-33.6% | $149,673-72.8% | $71,457-43.1% |
| Participation rate | 93.2% | 62.5%+30.7pp | 78.8%+14.5pp | 67.9%+25.3pp |
| Annual return | 19.49% | 35.85%-16.4pp | 134.42%-114.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,714 | $2,378-27.9% | $4,818-64.4% | $2,588-33.8% |
| Participant deferral / active EE | $2,928 | $2,917+0.4% | $5,680-48.4% | $4,289-31.7% |
| Admin fee / account holder | $120 | $1,261-90.5% | $13,210-99.1% | $1,587-92.5% |