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 year Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,348 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $7 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,938 | $82,978+106.0% | $130,231+31.3% | $74,419+129.7% |
| Participation rate | 93.8% | 73.7%+20.1pp | 76.3%+17.5pp | 70.7%+23.0pp |
| Annual return | -33.53% | 123.05%-156.6pp | 38.77%-72.3pp | 34.38%-67.9pp |
| Employer contribution / active EE | $6,636 | $3,391+95.7% | $4,126+60.9% | $2,637+151.6% |
| Participant deferral / active EE | $9,718 | $5,370+81.0% | $6,799+42.9% | $4,528+114.6% |
| Admin fee / account holder | $8 | $354-97.8% | $6,020-99.9% | $348-97.8% |