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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $17,827 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $8,515 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY, ELDRIDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $7,330 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $6,766 |
CALLAN LLC1 year Service code 27 · EIN 82-2748926 | Advisory (Plan) | $5,046 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Other fees; Securities brokerage comm... | $550 |
BLACKROCK1 year Filed as: BLACKROCK INST COMPANY TRUST, N.A. Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
THE VANGUARD GROUP, INC.2+ 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 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 | $17,428 | $153,281-88.6% | $93,789-81.4% | $77,904-77.6% |
| Participation rate | 87.2% | 92.2%-5.0pp | 81.0%+6.3pp | 73.7%+13.6pp |
| Annual return | -27.73% | -5.55%-22.2pp | -11.33%-16.4pp | 12.21%-39.9pp |
| Employer contribution / active EE | $4,827 | $5,690-15.2% | $4,323+11.7% | $2,848+69.5% |
| Participant deferral / active EE | $7,913 | $9,364-15.5% | $6,094+29.8% | $4,806+64.6% |
| Admin fee / account holder | $34 | $114-70.4% | $7,195-99.5% | $133-74.5% |