Filed August 4, 2020
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 8-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 INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $40,598 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS LLC Service code 16 800 NICOLETTE AVE · MINNEAPOLIS, MN 55402 | Consulting | $18,991 |
Filed as: MESIROW FINANCIAL Service code 16 1307 NEW HAMPSIRE AVE NW · WASHINGTON, DC 20036 | Consulting | $6,732 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,011 | $54,193+31.0% | $93,606-24.1% | $77,643-8.5% |
| Participation rate | 94.8% | 63.9%+30.9pp | 68.7%+26.1pp | 70.6%+24.2pp |
| Annual return | 25.19% | 30.54%-5.4pp | 133.20%-108.0pp | 31.24%-6.0pp |
| Employer contribution / active EE | $5,609 | $1,168+380.2% | $2,420+131.8% | $2,726+105.8% |
| Participant deferral / active EE | $11,655 | $3,144+270.7% | $4,411+164.2% | $4,647+150.8% |
| Admin fee / account holder | $131 | $576-77.2% | $8,285-98.4% | $430-69.5% |