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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $80,575 |
Service code 16 PO BOX 71396 · CHICAGO, IL 60694 | Consulting | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,848 | $88,890+92.2% | $102,423+66.8% | $77,643+120.0% |
| Participation rate | 97.3% | 80.9%+16.4pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 19.32% | 24.98%-5.7pp | 29.32%-10.0pp | 31.24%-11.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,318 | $5,145+81.1% | $5,053+84.4% | $4,647+100.5% |
| Admin fee / account holder | $131 | $235-44.3% | $9,451-98.6% | $430-69.5% |