Filed August 3, 2020
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 10-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 INC11+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,160 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC8 years Filed as: T.ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $132,488 | $132,049+0.3% | $200,582-33.9% | $74,304+78.3% |
| Participation rate | 43.8% | 84.1%-40.3pp | 86.9%-43.1pp | 60.3%-16.5pp |
| Annual return | 14.27% | 22.22%-7.9pp | 42.33%-28.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,576 | $4,558-65.4% | $6,419-75.5% | $2,241-29.7% |
| Participant deferral / active EE | $3,528 | $7,213-51.1% | $9,331-62.2% | $3,767-6.4% |
| Admin fee / account holder | $16 | $2,405-99.4% | $16,305-99.9% | $2,969-99.5% |