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 INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $22,000 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
PIMCO FUNDS2+ years Service code 28 | 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 | $166,689 | $75,183+121.7% | $123,892+34.5% | $55,167+202.2% |
| Participation rate | 83.5% | 72.8%+10.6pp | 81.4%+2.0pp | 69.0%+14.5pp |
| Annual return | 8.66% | 19.01%-10.3pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,919 | $5,084+95.1% | $5,984+65.8% | $3,054+224.8% |
| Admin fee / account holder | $198 | $663-70.1% | $8,357-97.6% | $504-60.7% |