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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $47,317 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $16,834 |
CALLAN LLC2 years Service code 27 · EIN 82-2748926 | Advisory (Plan) | $12,919 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $12,302 |
FRIDAY ELDREDGE & CLARK2 years Filed as: FRIDAY, ELDRIDGE & CLARK, LLP Service code 29 · EIN 71-0253637 | Legal | $7,675 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $50 |
BLACKROCK2 years Filed as: BLACKROCK INST COMPANY TRUST, N.A. Service code 28 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB CO., INC. Service code 33 · EIN 94-1737782 | Other fees; Securities brokerage comm... | $0 |
THE VANGUARD GROUP, INC.3+ years Service code 28 · EIN 23-1945930 | Investment Management | $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 | $28,257 | $167,950-83.2% | $112,887-75.0% | $80,160-64.7% |
| Participation rate | 93.5% | 94.5%-1.1pp | 80.5%+12.9pp | 72.9%+20.5pp |
| Annual return | 66.40% | 18.78%+47.6pp | 34.10%+32.3pp | 40.38%+26.0pp |
| Employer contribution / active EE | $6,099 | $6,272-2.8% | $4,563+33.6% | $2,978+104.8% |
| Participant deferral / active EE | $5,521 | $9,857-44.0% | $6,513-15.2% | $5,017+10.0% |
| Admin fee / account holder | $43 | $104-58.2% | $7,047-99.4% | $145-70.1% |