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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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $750 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
EAGLEASSET5+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO5+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
RIDGEWORTH1 year Filed as: VIRTUS FUNDS Service code 28 · EIN 95-4191764 | Investment Management | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,065 | $109,359-79.8% | $162,163-86.4% | $72,985-69.8% |
| Participation rate | 51.2% | 84.3%-33.1pp | 87.6%-36.4pp | 69.5%-18.3pp |
| Annual return | 22.79% | 25.46%-2.7pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $773 | $3,907-80.2% | $5,614-86.2% | $2,440-68.3% |
| Participant deferral / active EE | $1,707 | $5,481-68.9% | $7,298-76.6% | $3,607-52.7% |
| Admin fee / account holder | $10 | $7,972-99.9% | $10,843-99.9% | $5,124-99.8% |