Filed February 16, 2021 (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 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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $488,689 |
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $189,160 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $153,161 |
CALLAN LLC1 year Service code 27 · EIN 82-2748926 | Advisory (Plan) | $107,761 |
FRIDAY ELDREDGE & CLARK8+ years Filed as: FRIDAY, ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $89,738 |
ALIGHT SOLUTIONS LLC6 years Service code 49 · EIN 82-1061233 | Other Services | $18,450 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 | Securities brokerage; Securities brok... | $17,433 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
THE VANGUARD GROUP, INC.7 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,057 | $89,394+167.4% | $93,789+154.9% | $89,394+167.4% |
| Participation rate | 95.7% | 71.3%+24.4pp | 81.0%+14.7pp | 71.3%+24.4pp |
| Annual return | -18.74% | -11.89%-6.9pp | -11.33%-7.4pp | -11.89%-6.9pp |
| Employer contribution / active EE | $5,147 | $3,022+70.3% | $4,323+19.1% | $3,022+70.3% |
| Participant deferral / active EE | $12,538 | $5,123+144.7% | $6,094+105.7% | $5,123+144.7% |
| Admin fee / account holder | $74 | $79-6.9% | $7,195-99.0% | $79-6.9% |