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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $153,979 |
Filed as: ARDITO, TOSCANO & MCCULLUM, P.C. Service code 10 40 BAYFEILD DRIVE · NORTH ANDOVER, MA 01845 | Accounting | $36,938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,569 | $105,247+36.4% | $87,100+64.8% | $77,787+84.6% |
| Participation rate | 85.9% | 85.8%+0.1pp | 76.9%+9.1pp | 73.2%+12.7pp |
| Annual return | 31.86% | 24.52%+7.3pp | 28.19%+3.7pp | 32.57%-0.7pp |
| Employer contribution / active EE | $5,487 | $2,895+89.6% | $2,521+117.6% | $2,504+119.1% |
| Participant deferral / active EE | $8,466 | $5,060+67.3% | $4,049+109.1% | $3,967+113.4% |
| Admin fee / account holder | $91 | $104-13.3% | $7,497-98.8% | $100-9.5% |