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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 INC2+ years Service code 15 · EIN 52-1309931 | Recordkeeping | $300 |
EAGLEASSET2+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO2+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
RIDGEWORTH2+ years Filed as: RIDGEWORTH FUNDS Service code 28 · EIN 58-1604573 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ years Filed as: TRP Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,814 | $74,089-73.3% | $133,980-85.2% | $55,167-64.1% |
| Participation rate | 49.1% | 84.3%-35.2pp | 87.1%-38.0pp | 69.0%-19.9pp |
| Annual return | 4.40% | 12.11%-7.7pp | 29.30%-24.9pp | 169.23%-164.8pp |
| Employer contribution / active EE | $470 | $3,064-84.7% | $5,211-91.0% | $1,963-76.1% |
| Participant deferral / active EE | $1,066 | $4,678-77.2% | $6,282-83.0% | $3,054-65.1% |
| Admin fee / account holder | $5 | $458-99.0% | $9,324-100.0% | $504-99.1% |