Filed May 24, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 8-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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $340,708 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $49,238 |
ALSTON & BIRD LLP1+ years Service code 16 PO BOX 933124 · ATLANTA, GA 31193 | Consulting | $48,488 |
THE GUERRA GROUP LLC1+ years Service code 16 5 PARK PLACE · ANNAPOLIS, MD 21401 | Consulting | $10,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $2,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,690 | $27,522+44.2% | $71,086-44.2% | $68,904-42.4% |
| Participation rate | 69.3% | 34.5%+34.8pp | 54.7%+14.7pp | 74.1%-4.8pp |
| Annual return | 0.00% | -0.07%+0.1pp | 650.59%-650.6pp | 1.07%-1.1pp |
| Employer contribution / active EE | $1,672 | $325+415.1% | $1,088+53.7% | $2,540-34.2% |
| Participant deferral / active EE | $3,466 | $835+315.3% | $1,874+84.9% | $4,015-13.7% |
| Admin fee / account holder | $82 | $67+21.7% | $3,082-97.3% | $71+15.1% |