Filed December 3, 2018 (most recent of 6 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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,217 |
CAPFINANCIAL PARTNERS LLC7+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $37,500 |
HCVT6+ years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $18,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4 |
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 | $191,526 | $86,225+122.1% | $146,665+30.6% | $86,799+120.7% |
| Participation rate | 90.7% | 78.0%+12.7pp | 80.1%+10.6pp | 72.3%+18.4pp |
| Annual return | 12.11% | 31.23%-19.1pp | 22.74%-10.6pp | 97.91%-85.8pp |
| Employer contribution / active EE | $5,240 | $2,392+119.1% | $4,136+26.7% | $2,405+117.9% |
| Participant deferral / active EE | $7,046 | $4,245+66.0% | $5,506+28.0% | $4,131+70.6% |
| Admin fee / account holder | $187 | $195-4.0% | $10,280-98.2% | $170+10.5% |