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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $134,936 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Consulting | $33,750 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $200 |
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 | $154,513 | $80,005+93.1% | $140,016+10.4% | $55,725+177.3% |
| Participation rate | 96.7% | 87.0%+9.7pp | 87.5%+9.2pp | 70.9%+25.8pp |
| Annual return | -4.34% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $6,400 | $3,403+88.1% | $5,606+14.2% | $2,078+208.0% |
| Participant deferral / active EE | $12,828 | $5,264+143.7% | $6,927+85.2% | $3,356+282.3% |
| Admin fee / account holder | $187 | $116+61.4% | $10,705-98.3% | $115+62.1% |