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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $436,295 |
ALSTON & BIRD LLP3+ years Service code 16 PO BOX 933124 · ATLANTA, GA 31193 | Consulting | $158,131 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $69,964 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH + BROWN, PC Service code 10 P.O. BOX 5340 · PRINCETON, NJ 08540 | Accounting | $31,437 |
THE GUERRA GROUP LLC3+ years Service code 14 5 PARK PLACE · ANNAPOLIS, MD 21401 | Plan Administrator | $27,516 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Securities brok... | $324 |
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 | $50,415 | $33,283+51.5% | $77,482-34.9% | $93,223-45.9% |
| Participation rate | 76.6% | 33.8%+42.8pp | 54.2%+22.5pp | 74.9%+1.7pp |
| Annual return | 15.68% | 16.24%-0.6pp | 54.79%-39.1pp | 19.29%-3.6pp |
| Employer contribution / active EE | $891 | $311+186.0% | $986-9.7% | $2,680-66.8% |
| Participant deferral / active EE | $2,972 | $886+235.4% | $1,861+59.7% | $4,563-34.9% |
| Admin fee / account holder | $125 | $97+29.1% | $2,858-95.6% | $79+58.1% |