Filed February 14, 2025 (most recent of 2 filings on file)
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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,698 |
VERUS4 years Service code 27 999 THIRD AVE · SEATTLE, WA 98104 | Advisory (Plan) | $26,250 |
Filed as: HAGEN, KURTH, PERMAN & CO, PS Service code 10 1111 THIRD AVE · SEATTLE, WA 98101 | Accounting | $18,000 |
RAMSEY SOLUTIONS2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $5,079 |
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 | $130,306 | $86,897+50.0% | $151,611-14.1% | $64,808+101.1% |
| Participation rate | 93.9% | 87.3%+6.6pp | 87.5%+6.4pp | 71.5%+22.4pp |
| Annual return | -18.05% | -3.57%-14.5pp | 3.33%-21.4pp | 32.82%-50.9pp |
| Employer contribution / active EE | $3,953 | $4,010-1.4% | $6,166-35.9% | $2,506+57.7% |
| Participant deferral / active EE | $9,019 | $6,690+34.8% | $8,363+7.8% | $4,310+109.2% |
| Admin fee / account holder | $130 | $153-15.2% | $11,616-98.9% | $188-31.0% |