Filed January 15, 2025 (most recent of 4 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 9-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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $143,398 |
TRAUTMANN MAHER & ASSOCIATES6+ years Service code 15 · EIN 91-1526584 | Recordkeeping | $60,302 |
Filed as: HIGHLAND CAPITAL ADVISORS LLC Service code 16 485 RAINIER BLVD NORTH · ISSAQUAH, WA 98027 | Consulting | $53,760 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Direct payment from the plan; Custodi... | $27,024 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 26 · EIN 20-4284376 | Advisory (Participants) | $14,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,922 | $110,699-26.9% | $177,821-54.5% | $90,288-10.4% |
| Participation rate | 88.4% | 88.3%0pp | 87.7%+0.7pp | 73.4%+15.0pp |
| Annual return | 13.16% | 22.79%-9.6pp | 48.32%-35.2pp | 53.97%-40.8pp |
| Employer contribution / active EE | $5,439 | $4,118+32.1% | $5,918-8.1% | $2,524+115.5% |
| Participant deferral / active EE | $5,391 | $6,731-19.9% | $7,714-30.1% | $4,232+27.4% |
| Admin fee / account holder | $107 | $90+18.6% | $12,427-99.1% | $114-6.4% |