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 4-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 INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $76,162 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $30,670 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $30,405 |
CALLAN LLC3 years Service code 27 · EIN 82-2748926 | Advisory (Plan) | $13,797 |
FRIDAY ELDREDGE & CLARK3 years Filed as: FRIDAY, ELDRIDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $11,810 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Other fees; Securities brokerage; Sec... | $236 |
BLACKROCK3 years Filed as: BLACKROCK INST COMPANY TRUST, N.A. Service code 28 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage comm... | $0 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,823 | $188,991-78.9% | $103,476-61.5% | $199,593-80.0% |
| Participation rate | 96.7% | 93.2%+3.6pp | 80.5%+16.2pp | 72.0%+24.8pp |
| Annual return | 26.88% | 15.75%+11.1pp | 23.90%+3.0pp | 34.25%-7.4pp |
| Employer contribution / active EE | $7,082 | $6,583+7.6% | $4,672+51.6% | $3,034+133.4% |
| Participant deferral / active EE | $6,852 | $10,334-33.7% | $6,623+3.5% | $5,087+34.7% |
| Admin fee / account holder | $58 | $114-49.3% | $9,413-99.4% | $269-78.4% |