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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.
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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 INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $25,938 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
PIMCO FUNDS3+ years Service code 28 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $303,856 | $80,753+276.3% | $136,294+122.9% | $62,292+387.8% |
| Participation rate | 91.9% | 73.5%+18.4pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 112.09% | 35.83%+76.3pp | 5155.94%-5043.9pp | 28.90%+83.2pp |
| Employer contribution / active EE | $3,678 | $2,884+27.6% | $4,695-21.7% | $2,042+80.1% |
| Participant deferral / active EE | $10,293 | $5,164+99.3% | $6,247+64.8% | $3,169+224.8% |
| Admin fee / account holder | $369 | $525-29.7% | $9,243-96.0% | $479-23.0% |