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 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 INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $5,126 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage; Sec... | $1,499 |
THE VANGUARD GROUP, INC.6 years Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $755,005 | $133,040+467.5% | $119,258+533.1% | $79,386+851.1% |
| Participation rate | 97.2% | 80.9%+16.3pp | 82.7%+14.5pp | 70.7%+26.5pp |
| Annual return | 12.02% | 20.05%-8.0pp | 30.69%-18.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $11,157 | $4,390+154.1% | $4,384+154.5% | $2,427+359.6% |
| Participant deferral / active EE | $19,859 | $6,448+208.0% | $6,111+225.0% | $4,046+390.9% |
| Admin fee / account holder | $75 | $686-89.1% | $7,226-99.0% | $626-88.1% |