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 | $10,682 |
BLACKROCK2 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RSP, INC. Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 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 | $17,135 | $155,364-89.0% | $103,476-83.4% | $77,643-77.9% |
| Participation rate | 91.4% | 85.5%+5.9pp | 80.5%+10.8pp | 70.6%+20.8pp |
| Annual return | 54.65% | 19.02%+35.6pp | 23.90%+30.7pp | 31.24%+23.4pp |
| Employer contribution / active EE | $4,628 | $5,949-22.2% | $4,672-0.9% | $2,726+69.8% |
| Participant deferral / active EE | $3,814 | $8,482-55.0% | $6,623-42.4% | $4,647-17.9% |
| Admin fee / account holder | $49 | $503-90.3% | $9,413-99.5% | $430-88.6% |