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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $54,394 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $50,000 |
HCVT9+ years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $19,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,149 | $89,436+107.0% | $164,813+12.3% | $77,643+138.5% |
| Participation rate | 93.8% | 78.6%+15.2pp | 78.6%+15.2pp | 70.6%+23.2pp |
| Annual return | 13.34% | 28.83%-15.5pp | 69.93%-56.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $5,805 | $2,569+126.0% | $4,341+33.7% | $2,726+113.0% |
| Participant deferral / active EE | $7,834 | $4,897+60.0% | $6,031+29.9% | $4,647+68.6% |
| Admin fee / account holder | $199 | $339-41.4% | $12,690-98.4% | $430-53.8% |