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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 INC7+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,788 |
ARTISAN PARTNERS3 years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 30 · EIN 14-1904657 | Shareholder servicing fees; Employee ... | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,372 | $84,487-33.3% | $125,339-55.0% | $66,914-15.8% |
| Participation rate | 79.4% | 76.4%+3.0pp | 82.4%-3.0pp | 69.8%+9.6pp |
| Annual return | -19.42% | -8.39%-11.0pp | 572.05%-591.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $4,114 | $3,553+15.8% | $4,814-14.5% | $2,544+61.7% |
| Participant deferral / active EE | $7,954 | $6,781+17.3% | $7,446+6.8% | $4,237+87.7% |
| Admin fee / account holder | $23 | $685-96.6% | $10,010-99.8% | $593-96.1% |