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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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $373,568 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $47,510 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 50 PO BOX 842875 · BOSTON, MA 02284 | Direct Payment | $12,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $36,647 | $176,491-79.2% | $95,952-61.8% | $90,288-59.4% |
| Participation rate | 95.8% | 86.6%+9.3pp | 77.1%+18.8pp | 73.4%+22.5pp |
| Annual return | 12.38% | 20.14%-7.8pp | 91.61%-79.2pp | 53.97%-41.6pp |
| Employer contribution / active EE | $903 | $2,789-67.6% | $2,541-64.5% | $2,524-64.2% |
| Participant deferral / active EE | $2,612 | $5,340-51.1% | $4,167-37.3% | $4,232-38.3% |
| Admin fee / account holder | $114 | $154-26.2% | $6,795-98.3% | $114-0.3% |