Filed June 25, 2015
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1714114 | Bank Trustee | $5,080 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,912 | $89,904+141.3% | $453,369-52.2% | $86,799+149.9% |
| Participation rate | 95.7% | 75.7%+20.0pp | 78.0%+17.7pp | 72.3%+23.4pp |
| Annual return | 13.89% | 19.72%-5.8pp | 64.40%-50.5pp | 97.91%-84.0pp |
| Employer contribution / active EE | $6,545 | $3,279+99.6% | $4,070+60.8% | $2,405+172.1% |
| Participant deferral / active EE | $9,407 | $5,114+83.9% | $6,209+51.5% | $4,131+127.7% |
| Admin fee / account holder | $7 | $156-95.7% | $11,209-99.9% | $170-96.0% |