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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,960 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $18,750 |
SIKICH LLP3 years Filed as: SIKICH CPA LLC Service code 10 1415 W DIEHL RD · NAPERVILLE, IL 60563 | Accounting | $16,640 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,702 | $128,899-19.5% | $113,168-8.4% | $102,872+0.8% |
| Participation rate | 93.1% | 87.0%+6.1pp | 76.6%+16.5pp | 73.0%+20.1pp |
| Annual return | 15.40% | 15.88%-0.5pp | 24.27%-8.9pp | 19.06%-3.7pp |
| Employer contribution / active EE | $3,682 | $3,713-0.8% | $2,975+23.7% | $3,526+4.4% |
| Participant deferral / active EE | $7,000 | $6,787+3.1% | $5,107+37.1% | $5,535+26.5% |
| Admin fee / account holder | $100 | $129-22.6% | $12,068-99.2% | $292-65.7% |