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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $68,889 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $65,000 |
JGD & ASSOCIATES LLP6 years Filed as: JGD & ASSOCIATES, LLP Service code 10 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Accounting | $14,500 |
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 | $157,930 | $105,179+50.2% | $64,056+146.6% | $80,160+97.0% |
| Participation rate | 98.5% | 73.5%+24.9pp | 72.3%+26.2pp | 72.9%+25.5pp |
| Annual return | 18.84% | 20.34%-1.5pp | 33.69%-14.8pp | 40.38%-21.5pp |
| Employer contribution / active EE | $8,663 | $3,311+161.7% | $2,747+215.4% | $2,978+190.9% |
| Participant deferral / active EE | $10,526 | $4,020+161.8% | $3,880+171.3% | $5,017+109.8% |
| Admin fee / account holder | $86 | $113-24.4% | $3,068-97.2% | $145-40.9% |