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 INC2+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1714114 | Bank Trustee | $6,040 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,172 |
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 | $156,256 | $64,286+143.1% | $106,387+46.9% | $55,725+180.4% |
| Participation rate | 97.5% | 75.2%+22.3pp | 77.5%+20.1pp | 70.9%+26.7pp |
| Annual return | -4.52% | 0.84%-5.4pp | 0.25%-4.8pp | 244.93%-249.4pp |
| Employer contribution / active EE | $6,158 | $2,367+160.1% | $3,520+74.9% | $2,078+196.3% |
| Participant deferral / active EE | $9,404 | $4,158+126.2% | $5,421+73.5% | $3,356+180.2% |
| Admin fee / account holder | $8 | $102-92.3% | $7,510-99.9% | $115-93.2% |