Filed December 21, 2023
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 | $68,595 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $65,000 |
JGD & ASSOCIATES LLP7 years Filed as: JGD & ASSOCIATES, LLP Service code 10 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Accounting | $15,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,987 | $91,762+106.0% | $67,502+180.0% | $77,643+143.4% |
| Participation rate | 96.4% | 75.9%+20.5pp | 72.9%+23.5pp | 70.6%+25.8pp |
| Annual return | 13.31% | 14.87%-1.6pp | 3512.12%-3498.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $7,898 | $3,181+148.3% | $2,731+189.2% | $2,726+189.7% |
| Participant deferral / active EE | $10,071 | $3,903+158.0% | $4,000+151.8% | $4,647+116.7% |
| Admin fee / account holder | $81 | $176-54.1% | $3,998-98.0% | $430-81.2% |