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.
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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 INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,280 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY5+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS5+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS5+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
EAGLEASSET5+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LOOMIS SAYLES5+ years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MET WEST FUNDS5+ years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,635 | $60,323-57.5% | $81,812-68.7% | $74,495-65.6% |
| Participation rate | 92.9% | 62.9%+30.1pp | 72.3%+20.6pp | 67.2%+25.7pp |
| Annual return | 15.53% | 16.90%-1.4pp | 773.79%-758.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,268 | $2,620-13.4% | $2,912-22.1% | $2,623-13.5% |
| Participant deferral / active EE | $3,328 | $3,387-1.8% | $4,319-22.9% | $4,346-23.4% |
| Admin fee / account holder | $22 | $1,486-98.5% | $7,386-99.7% | $1,942-98.9% |