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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $82,709 |
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 16 1180 W. PEACHTREE ST · ATLANTA, GA 30309 | Consulting | $55,000 |
SMARTDOLLAR4 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $17,640 |
WILKINS MILLER4 years Service code 10 PO BOX 70047 · MOBILE, AL 36670 | Accounting | $5,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $450 |
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 | $278,123 | $84,993+227.2% | $129,995+113.9% | $80,160+247.0% |
| Participation rate | 96.5% | 79.5%+17.0pp | 78.5%+18.1pp | 72.9%+23.6pp |
| Annual return | 16.16% | 23.76%-7.6pp | -137.18%+153.3pp | 40.38%-24.2pp |
| Employer contribution / active EE | $15,759 | $3,051+416.5% | $4,320+264.8% | $2,978+429.2% |
| Participant deferral / active EE | $9,155 | $4,984+83.7% | $5,820+57.3% | $5,017+82.5% |
| Admin fee / account holder | $92 | $391-76.5% | $10,614-99.1% | $145-36.7% |