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 | $60,659 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 16 PO BOX 116223 · ATLANTA, GA 30368 | Consulting | $23,412 |
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 | $133,980 | $71,802+86.6% | $133,9800% | $57,658+132.4% |
| Participation rate | 96.7% | 85.5%+11.3pp | 87.1%+9.7pp | 70.2%+26.5pp |
| Annual return | 8.80% | 13.51%-4.7pp | 29.30%-20.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $6,335 | $3,161+100.4% | $5,211+21.6% | $1,974+221.0% |
| Participant deferral / active EE | $12,251 | $4,606+166.0% | $6,282+95.0% | $3,061+300.3% |
| Admin fee / account holder | $102 | $88+16.1% | $9,324-98.9% | $95+7.7% |