Filed November 29, 2023
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 10-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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $86,568 |
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 27 1180 W. PEACHTREE ST · ATLANTA, GA 30309 | Advisory (Plan) | $56,250 |
WILKINS MILLER5 years Service code 10 PO BOX 70047 · MOBILE, AL 36670 | Accounting | $27,600 |
THE LAMPO GROUP, INC.7 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $17,640 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $99 |
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 | $295,007 | $2,679,533-89.0% | $164,866+78.9% | $199,768+47.7% |
| Participation rate | 97.5% | 78.3%+19.2pp | 78.6%+18.9pp | 72.0%+25.5pp |
| Annual return | 12.38% | 17.93%-5.5pp | 69.97%-57.6pp | 34.26%-21.9pp |
| Employer contribution / active EE | $5,432 | $2,970+82.9% | $4,343+25.1% | $3,037+78.9% |
| Participant deferral / active EE | $9,418 | $5,010+88.0% | $6,033+56.1% | $5,090+85.0% |
| Admin fee / account holder | $103 | $1,982-94.8% | $12,689-99.2% | $269-61.6% |