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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 INC3+ years Filed as: T.ROWE PRICE RPS INC Service code 15 · EIN 52-1309931 | Recordkeeping | $14,533 |
AMERICAN CENTURY3+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENTS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 | Investment Management | $0 |
PIMCO FUNDS3+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,676 | $155,795-90.6% | $136,294-89.2% | $69,631-78.9% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 70.7%+9.9pp |
| Annual return | 20.61% | 232464.33%-232443.7pp | 5155.94%-5135.3pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $2,265 | $2,991-24.3% | $4,695-51.8% | $2,032+11.5% |
| Participant deferral / active EE | $4,080 | $5,394-24.4% | $6,247-34.7% | $3,224+26.6% |
| Admin fee / account holder | $30 | $128-76.9% | $9,243-99.7% | $110-73.1% |