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 |
|---|---|---|
SEYFARTH SHAW LLP4+ years Service code 16 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $25,565 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,857 | $48,261+24.0% | $68,793-13.0% | $55,725+7.4% |
| Participation rate | 57.4% | 71.0%-13.6pp | 72.2%-14.8pp | 70.9%-13.4pp |
| Annual return | -4.65% | -2.61%-2.0pp | -4.63%0pp | 244.93%-249.6pp |
| Employer contribution / active EE | $640 | $1,742-63.3% | $2,625-75.6% | $2,078-69.2% |
| Participant deferral / active EE | $2,221 | $2,712-18.1% | $3,311-32.9% | $3,356-33.8% |
| Admin fee / account holder | $69 | $126-45.2% | $5,131-98.7% | $115-40.0% |