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 |
|---|---|---|
ASSOCIATED BENEFITS CORPORATION6+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $55,149 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,535 |
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 | $51,825 | $43,466+19.2% | $90,951-43.0% | $90,288-42.6% |
| Participation rate | 83.1% | 62.5%+20.6pp | 69.0%+14.1pp | 73.4%+9.7pp |
| Annual return | 149.48% | 25.26%+124.2pp | 134.60%+14.9pp | 53.97%+95.5pp |
| Employer contribution / active EE | $551 | $840-34.4% | $2,122-74.0% | $2,524-78.2% |
| Participant deferral / active EE | $2,759 | $2,138+29.1% | $3,373-18.2% | $4,232-34.8% |
| Admin fee / account holder | $78 | $92-15.4% | $5,959-98.7% | $114-31.9% |