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 |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $28,390 |
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $22,952 |
SEYFARTH SHAW LLP1 year Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Legal | $5,976 |
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 | $54,182 | $329,111-83.5% | $70,014-22.6% | $329,111-83.5% |
| Participation rate | 80.4% | 67.9%+12.5pp | 71.8%+8.5pp | 67.9%+12.5pp |
| Annual return | 179.24% | 16.35%+162.9pp | 12.99%+166.2pp | 16.35%+162.9pp |
| Employer contribution / active EE | $569 | $2,303-75.3% | $2,338-75.7% | $2,303-75.3% |
| Participant deferral / active EE | $1,164 | $3,682-68.4% | $2,931-60.3% | $3,682-68.4% |
| Admin fee / account holder | $6 | $754-99.2% | $4,380-99.9% | $754-99.2% |