Filed June 25, 2015
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 8-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 INC1+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1714114 | Bank Trustee | $5,597 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $206 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,466 | $68,544+153.1% | $115,752+49.9% | $69,631+149.1% |
| Participation rate | 97.4% | 74.0%+23.5pp | 77.8%+19.7pp | 70.7%+26.7pp |
| Annual return | 16.19% | 20.97%-4.8pp | 19.41%-3.2pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $5,846 | $2,400+143.6% | $3,492+67.4% | $2,032+187.7% |
| Participant deferral / active EE | $8,768 | $3,887+125.6% | $5,204+68.5% | $3,224+172.0% |
| Admin fee / account holder | $7 | $90-92.7% | $6,278-99.9% | $110-94.0% |