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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,464 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $50,000 |
HCVT8+ years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,164 | $91,372+85.1% | $129,995+30.1% | $74,419+127.3% |
| Participation rate | 93.8% | 77.8%+16.0pp | 78.5%+15.3pp | 70.7%+23.1pp |
| Annual return | 16.73% | 23.21%-6.5pp | -137.18%+153.9pp | 34.38%-17.7pp |
| Employer contribution / active EE | $5,489 | $2,563+114.1% | $4,320+27.1% | $2,637+108.1% |
| Participant deferral / active EE | $7,306 | $4,721+54.8% | $5,820+25.5% | $4,528+61.3% |
| Admin fee / account holder | $185 | $283-34.6% | $10,614-98.3% | $348-46.7% |