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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 INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,296 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS10+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Filed as: TRANSAMERCIA FUND Service code 28 · EIN 36-6071399 | 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,581 | $78,485-33.0% | $106,213-50.5% | $74,495-29.4% |
| Participation rate | 0.0% | 72.8%-72.8pp | 75.3%-75.3pp | 67.2%-67.2pp |
| Annual return | 11.98% | 15.95%-4.0pp | 116.14%-104.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $757 | $2,523-70.0% | $3,171-76.1% | $2,623-71.1% |
| Participant deferral / active EE | $1,946 | $4,322-55.0% | $5,016-61.2% | $4,346-55.2% |
| Admin fee / account holder | $174 | $2,232-92.2% | $11,033-98.4% | $1,942-91.1% |