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.
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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 INC6+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $29,971 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 04-2647786 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR6+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-3483032 | Investment Management | $0 |
OPPENHEIMER4 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS6+ years Service code 28 · EIN 33-0629048 | 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 | $446,850 | $99,957+347.0% | $149,696+198.5% | $73,488+508.1% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.5%+8.9pp | 70.7%+20.7pp |
| Annual return | 18.79% | 53.87%-35.1pp | 276.60%-257.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $3,311 | $3,191+3.8% | $4,644-28.7% | $2,270+45.9% |
| Participant deferral / active EE | $10,365 | $6,073+70.7% | $6,842+51.5% | $3,740+177.2% |
| Admin fee / account holder | $468 | $551-15.1% | $9,309-95.0% | $513-8.8% |