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 5-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 INC2+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,181 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $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 | $135,467 | $56,629+139.2% | $77,999+73.7% | $55,167+145.6% |
| Participation rate | 96.5% | 73.3%+23.2pp | 75.5%+21.0pp | 69.0%+27.5pp |
| Annual return | 8.61% | 2866.98%-2858.4pp | 425.96%-417.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,843 | $1,723+123.0% | $2,470+55.6% | $1,963+95.8% |
| Participant deferral / active EE | $8,388 | $2,777+202.1% | $3,497+139.9% | $3,054+174.7% |
| Admin fee / account holder | $11 | $467-97.7% | $5,480-99.8% | $504-97.8% |