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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $440,766 |
ALSTON & BIRD LLP2+ years Service code 10 PO BOX 933124 · ATLANTA, GA 31193 | Accounting | $182,997 |
THE GUERRA GROUP LLC2+ years Service code 16 5 PARK PLACE · ANNAPOLIS, MD 21401 | Consulting | $100,598 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $70,650 |
WITHUMSMITH+BROWN, PC1 year Service code 16 P.O. BOX 5340 · PRINCETON, NJ 08540 | Consulting | $25,751 |
CHARLES SCHWAB & CO., INC.2+ years Service code 16 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Consulting | $2,512 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
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 | $42,286 | $27,322+54.8% | $74,701-43.4% | $82,204-48.6% |
| Participation rate | 75.9% | 31.7%+44.2pp | 54.5%+21.4pp | 73.4%+2.5pp |
| Annual return | 22.81% | 28.26%-5.4pp | 752.92%-730.1pp | 26.31%-3.5pp |
| Employer contribution / active EE | $2,057 | $324+535.1% | $1,084+89.9% | $2,707-24.0% |
| Participant deferral / active EE | $3,439 | $909+278.3% | $1,964+75.1% | $4,246-19.0% |
| Admin fee / account holder | $124 | $86+43.5% | $3,333-96.3% | $76+63.5% |