See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $199,945 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $41,663 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $1 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $51,011 | $130,084-60.8% | $138,135-63.1% | $90,288-43.5% |
| Participation rate | 74.8% | 86.0%-11.2pp | 78.7%-3.9pp | 73.4%+1.5pp |
| Annual return | 9.91% | 14.63%-4.7pp | 20.51%-10.6pp | 53.97%-44.1pp |
| Employer contribution / active EE | $972 | $5,865-83.4% | $5,587-82.6% | $2,524-61.5% |
| Participant deferral / active EE | $2,916 | $7,099-58.9% | $6,431-54.7% | $4,232-31.1% |
| Admin fee / account holder | $109 | $187-41.8% | $11,856-99.1% | $114-4.8% |