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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $86,242 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Consulting | $22,500 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $150 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Direct pa... | $0 |
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 | $161,258 | $81,537+97.8% | $149,718+7.7% | $69,631+131.6% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.1%+9.3pp | 70.7%+25.6pp |
| Annual return | 20.15% | 22.79%-2.6pp | 1501.63%-1481.5pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $6,381 | $3,239+97.0% | $5,445+17.2% | $2,032+214.0% |
| Participant deferral / active EE | $12,444 | $4,994+149.2% | $6,569+89.4% | $3,224+286.0% |
| Admin fee / account holder | $126 | $107+17.7% | $11,283-98.9% | $110+13.9% |