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 |
|---|---|---|
KPMG LLP3 years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $43,250 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $29,750 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $177,214 | $95,776+85.0% | $162,163+9.3% | $77,787+127.8% |
| Participation rate | 69.7% | 88.6%-19.0pp | 87.6%-17.9pp | 73.2%-3.5pp |
| Annual return | 24.54% | 37.03%-12.5pp | 115.59%-91.0pp | 32.57%-8.0pp |
| Employer contribution / active EE | $6,598 | $3,874+70.3% | $5,614+17.5% | $2,504+163.4% |
| Participant deferral / active EE | $8,397 | $6,125+37.1% | $7,298+15.1% | $3,967+111.6% |
| Admin fee / account holder | $43 | $88-51.5% | $10,843-99.6% | $100-57.5% |