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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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,560 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BUFFALO FUNDS1 year Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 430 W 7TH ST · KANSAS CITY, MO 64105 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA1 year Filed as: TIAA-CREF FUNDS Service code 28 · EIN 13-1624203 | 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 | $56,213 | $35,986+56.2% | $77,482-27.5% | $73,488-23.5% |
| Participation rate | 64.7% | 40.8%+23.8pp | 54.2%+10.5pp | 70.7%-6.0pp |
| Annual return | 18.25% | 19.26%-1.0pp | 54.79%-36.5pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,615 | $557+189.7% | $986+63.7% | $2,270-28.9% |
| Participant deferral / active EE | $4,167 | $1,198+247.9% | $1,861+123.9% | $3,740+11.4% |
| Admin fee / account holder | $12 | $466-97.4% | $2,858-99.6% | $513-97.6% |