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 Service code 15 · EIN 52-1714114 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $36,493 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Other commissions; Shareholder servic... | $10 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Shareholder servicing fees; Securitie... | $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 | $177,861 | $89,588+98.5% | $136,007+30.8% | $77,643+129.1% |
| Participation rate | 94.5% | 74.3%+20.2pp | 76.5%+18.0pp | 70.6%+23.9pp |
| Annual return | 12.21% | 17.42%-5.2pp | 579.32%-567.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $6,135 | $3,491+75.8% | $4,217+45.5% | $2,726+125.1% |
| Participant deferral / active EE | $8,979 | $5,591+60.6% | $7,025+27.8% | $4,647+93.2% |
| Admin fee / account holder | $52 | $539-90.4% | $6,858-99.2% | $430-88.0% |