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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,519 |
ARTISAN PARTNERS4+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,119 | $89,652-43.0% | $141,162-63.8% | $65,185-21.6% |
| Participation rate | 59.7% | 74.7%-15.0pp | 82.5%-22.8pp | 70.2%-10.5pp |
| Annual return | 25.31% | 32.79%-7.5pp | 71.39%-46.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $2,958 | $3,065-3.5% | $4,735-37.5% | $2,177+35.9% |
| Participant deferral / active EE | $5,503 | $5,691-3.3% | $6,709-18.0% | $3,514+56.6% |
| Admin fee / account holder | $20 | $569-96.4% | $10,261-99.8% | $847-97.6% |